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BDO Wealth Advisors’s Pentair PNR Stock Holding History

BDO 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
2023
Q2 		$969 Hold
15
– – ﹤0.01% 903
2023
Q1 		$830 Hold
15
– – ﹤0.01% 973
2022
Q4 		$675 Hold
15
– – ﹤0.01% 931
2022
Q3 		$1K Hold
15
– – ﹤0.01% 991
2022
Q2 		$1K Hold
15
– – ﹤0.01% 998
2022
Q1 		$1K Hold
15
– – ﹤0.01% 1015
2021
Q4 		$1K Hold
15
– – ﹤0.01% 1045
2021
Q3 		$1K Hold
15
– – ﹤0.01% 1016
2021
Q2 		$1K Hold
15
– – ﹤0.01% 1064
2021
Q1 		$1K Buy
+15
New +$861 ﹤0.01% 1097

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 $413B AUM 44.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

BDO Wealth Advisors's PNR Position: Q2 2023 in Review

BDO Wealth Advisors held its Pentair (PNR) position steady in Q2 2023 at 15 shares worth $969. The position accounts for ﹤0.01% of the portfolio, ranked #903.

BDO Wealth Advisors first reported a position in PNR in Q1 2021 and has held it in 10 quarters since. The position peaked at $1K in Q3 2022. 552 funds tracked by Wall St. Rank hold PNR as of Q2 2023.

  • BDO Wealth Advisors held 15 shares of Pentair worth $969 as of Q2 2023.
  • BDO Wealth Advisors left its Pentair share count unchanged in Q2 2023.
  • Pentair made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #903 holding.
  • BDO Wealth Advisors first reported a position in Pentair in Q1 2021 and has held it in 10 quarters since.
  • BDO Wealth Advisors's Pentair position peaked at $1K in Q3 2022.
  • 552 funds tracked by Wall St. Rank held Pentair as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.