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Baron Silver Stevens Financial Advisors’s Pentair PNR Stock Holding History

Baron Silver Stevens Financial 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
Q4 		– Sell
-41
Closed -$568K – 130
2022
Q3 		$568K Buy
+41
New +$1.9K 0.15% 49
2021
Q1 		– Sell
-41
Closed -$2K – 356
2020
Q4 		$2K Buy
+41
New +$2.1K ﹤0.01% 404

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's PNR Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of Pentair (PNR) in Q4 2022, closing a stake of 41 shares — an estimated $568K sold.

Baron Silver Stevens Financial Advisors first reported a position in PNR in Q4 2020 and held it in 2 quarters. The position peaked at $568K in Q3 2022. 505 funds tracked by Wall St. Rank hold PNR as of Q4 2022.

  • Baron Silver Stevens Financial Advisors reported no remaining Pentair position as of Q4 2022 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 41 Pentair shares in Q4 2022, an estimated $568K.
  • Baron Silver Stevens Financial Advisors first reported a position in Pentair in Q4 2020 and held it in 2 quarters.
  • Baron Silver Stevens Financial Advisors's Pentair position peaked at $568K in Q3 2022.
  • 505 funds tracked by Wall St. Rank held Pentair as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.