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Pinnacle Wealth Advisors’s Prudential Financial PRU Stock Holding History

Pinnacle Wealth Advisors’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$389K Buy
+3,798
New +$388K 0.02% 291

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Advisors's PRU Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Prudential Financial (PRU) in Q2 2021: 3,798 shares worth $389K. The stake represents 0.02% of the portfolio and ranks #291 among its holdings.

1,071 funds tracked by Wall St. Rank hold PRU as of Q2 2021.

  • Pinnacle Wealth Advisors held 3,798 shares of Prudential Financial worth $389K as of Q2 2021.
  • Prudential Financial was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Prudential Financial made up 0.02% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #291 holding.
  • 1,071 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.