Willner & Heller’s Prudential Financial PRU Stock Holding History

Willner & Heller’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
2022 Q4	$218K	Buy	+2,189	New	+$222K	0.31%	121

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Willner & Heller's PRU Position: Q4 2022 in Review

Willner & Heller opened a new position in Prudential Financial (PRU) in Q4 2022: 2,189 shares worth $218K. The stake represents 0.31% of the portfolio and ranks #121 among its holdings.

1,222 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

Willner & Heller held 2,189 shares of Prudential Financial worth $218K as of Q4 2022.
Prudential Financial was a new Willner & Heller position in Q4 2022.
Prudential Financial made up 0.31% of Willner & Heller's portfolio in Q4 2022, its #121 holding.
1,222 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on Willner & Heller's 13F filing for Q4 2022, filed 14 Feb 2023.