AP
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Atwood & Palmer’s Pentair PNR Stock Holding History

Atwood & Palmer’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
Q2 		– Sell
-250
Closed -$14K – 433
2022
Q1 		$14K Hold
250
– – ﹤0.01% 345
2021
Q4 		$18K Hold
250
– – ﹤0.01% 324
2021
Q3 		$18K Hold
250
– – ﹤0.01% 315
2021
Q2 		$17K Hold
250
– – ﹤0.01% 302
2021
Q1 		$16K Hold
250
– – ﹤0.01% 316
2020
Q4 		$13K Buy
+250
New +$12.8K ﹤0.01% 306
2017
Q3 		– Sell
-74
Closed -$3K – 311
2017
Q2 		$3K Buy
+74
New +$3.23K ﹤0.01% 293

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return