EW
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Evoke Wealth’s Pentair PNR Stock Holding History

Evoke Wealth’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
-72
Closed -$3K – 931
2022
Q3 		$3K Sell
72
-68
-49% -$3.15K ﹤0.01% 985
2022
Q2 		$6K Buy
140
+46
+49% +$2.3K ﹤0.01% 859
2022
Q1 		$5K Hold
94
– – ﹤0.01% 916
2021
Q4 		$7K Hold
94
– – ﹤0.01% 846
2021
Q3 		$6K Hold
94
– – ﹤0.01% 822
2021
Q2 		$6K Hold
94
– – ﹤0.01% 841
2021
Q1 		$6K Hold
94
– – ﹤0.01% 810
2020
Q4 		$5K Hold
94
– – ﹤0.01% 725
2020
Q3 		$4K Sell
94
-8
-8% -$348 ﹤0.01% 724
2020
Q2 		$4K Sell
102
-19
-16% -$668 ﹤0.01% 741
2020
Q1 		$3.61K Sell
121
-544
-82% -$21.9K ﹤0.01% 681
2019
Q4 		$30.5K Buy
665
+107
+19% +$4.52K ﹤0.01% 508
2019
Q3 		$21.1K Buy
+558
New +$20.7K ﹤0.01% 646

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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 $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return