Freedom Wealth Alliance’s Pentair PNR Stock Holding History

Freedom Wealth Alliance’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 Q1	–	Sell	-100	Closed	-$4.5K	–	348
2022 Q4	$4.5K	Buy	+100	New	+$4.35K	0.01%	357

Other funds holding PNR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Freedom Wealth Alliance's PNR Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Pentair (PNR) in Q1 2023, closing a stake of 100 shares — an estimated $4.5K sold.

Freedom Wealth Alliance first reported a position in PNR in Q4 2022 and held it in 1 quarter. The position peaked at $4.5K in Q4 2022. 527 funds tracked by Wall St. Rank hold PNR as of Q1 2023.

Freedom Wealth Alliance reported no remaining Pentair position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 100 Pentair shares in Q1 2023, an estimated $4.5K.
Freedom Wealth Alliance first reported a position in Pentair in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Pentair position peaked at $4.5K in Q4 2022.
527 funds tracked by Wall St. Rank held Pentair as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.