Wipfli Financial Advisors’s Prudential Financial PRU Stock Holding History

Wipfli 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
2022 Q3	$346K	Buy	+4,036	New	+$389K	0.02%	299

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wipfli Financial Advisors's PRU Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Prudential Financial (PRU) in Q3 2022: 4,036 shares worth $346K. The stake represents 0.02% of the portfolio and ranks #299 among its holdings.

1,123 funds tracked by Wall St. Rank hold PRU as of Q3 2022.

Wipfli Financial Advisors held 4,036 shares of Prudential Financial worth $346K as of Q3 2022.
Prudential Financial was a new Wipfli Financial Advisors position in Q3 2022.
Prudential Financial made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #299 holding.
1,123 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.