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Reilly Financial Advisors’s Prudential Financial PRU Stock Holding History

Reilly Financial 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
2016
Q2 		– Sell
-110
Closed -$8K – 941
2016
Q1 		$8K Hold
110
– – ﹤0.01% 820
2015
Q4 		$9K Buy
+110
New +$9.09K ﹤0.01% 808

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Reilly Financial Advisors's PRU Position: Q4 2021 in Review

Reilly Financial Advisors increased its Prudential Financial (PRU) stake by 3.9% in Q4 2021, buying an estimated $762K and bringing the position to 188,021 shares worth $20.4M. The position accounts for 1.51% of the portfolio, ranked #19.

Reilly Financial Advisors first reported a position in PRU in Q2 2013 and has held it in 33 quarters since. 1,200 funds tracked by Wall St. Rank hold PRU as of Q4 2021.

  • Reilly Financial Advisors held 188,021 shares of Prudential Financial worth $20.4M as of Q4 2021.
  • Reilly Financial Advisors bought 7,019 Prudential Financial shares in Q4 2021, an estimated $762K.
  • Prudential Financial made up 1.51% of Reilly Financial Advisors's portfolio in Q4 2021, its #19 holding.
  • Reilly Financial Advisors first reported a position in Prudential Financial in Q2 2013 and has held it in 33 quarters since.
  • 1,200 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.