Amplius Wealth Advisors’s Pentair PNR Stock Holding History

Amplius Wealth Advisors’s Portfolio PNR Stock Details PNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-57	Closed	-$4K	–	712
2021 Q4	$4K	Buy	+57	New	+$4.2K	﹤0.01%	757

Other funds holding PNR

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

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Amplius Wealth Advisors's PNR Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Pentair (PNR) in Q1 2022, closing a stake of 57 shares — an estimated $4K sold.

Amplius Wealth Advisors first reported a position in PNR in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 554 funds tracked by Wall St. Rank hold PNR as of Q1 2022.

Amplius Wealth Advisors reported no remaining Pentair position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 57 Pentair shares in Q1 2022, an estimated $4K.
Amplius Wealth Advisors first reported a position in Pentair in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Pentair position peaked at $4K in Q4 2021.
554 funds tracked by Wall St. Rank held Pentair as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.