Castle Financial & Retirement Planning Associates’s Pentair PNR Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$0	Buy	+7	New	+$516	﹤0.01%	223

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

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

Castle Financial & Retirement Planning Associates's PNR Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Pentair (PNR) in Q4 2021: 7 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #223 among its holdings.

600 funds tracked by Wall St. Rank hold PNR as of Q4 2021.

Castle Financial & Retirement Planning Associates held 7 shares of Pentair worth $0 as of Q4 2021.
Pentair was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Pentair made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #223 holding.
600 funds tracked by Wall St. Rank held Pentair as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.