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Baldwin Wealth Partners’s Pentair PNR Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-800
Closed -$78.2K – 807
2024
Q3 		$78.2K Buy
+800
New +$68.4K 0.01% 451
2016
Q2 		– Sell
-48
Closed -$2K – 482
2016
Q1 		$2K Buy
+48
New +$1.55K ﹤0.01% 468
2014
Q1 		– Sell
-12,963
Closed -$676K – 251
2013
Q4 		$676K Hold
12,963
– – 0.11% 156
2013
Q3 		$565K Sell
12,963
-212
-2% -$8.83K 0.1% 154
2013
Q2 		$510K Buy
+13,175
New +$493K 0.1% 146

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baldwin Wealth Partners's PNR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Pentair (PNR) in Q4 2024, closing a stake of 800 shares — an estimated $78.2K sold.

Baldwin Wealth Partners first reported a position in PNR in Q2 2013 and held it in 5 quarters. The position peaked at $676K in Q4 2013. 715 funds tracked by Wall St. Rank hold PNR as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Pentair position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 800 Pentair shares in Q4 2024, an estimated $78.2K.
  • Baldwin Wealth Partners first reported a position in Pentair in Q2 2013 and held it in 5 quarters.
  • Baldwin Wealth Partners's Pentair position peaked at $676K in Q4 2013.
  • 715 funds tracked by Wall St. Rank held Pentair as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.