Global Wealth Management Investment Advisory’s Pentair PNR Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-600	Closed	-$43.6K	–	357
2023 Q4	$43.6K	Hold	600	–	–	0.01%	200
2023 Q3	$38.9K	Hold	600	–	–	0.01%	208
2023 Q2	$38.8K	Buy	+600	New	+$34.5K	0.01%	210
2020 Q3	–	Sell	-102	Closed	-$4K	–	581
2020 Q2	$4K	Hold	102	–	–	﹤0.01%	456
2020 Q1	$3K	Hold	102	–	–	﹤0.01%	481
2019 Q4	$5K	Hold	102	–	–	﹤0.01%	434
2019 Q3	$4K	Sell	102 -3	-3%	-$112	﹤0.01%	433
2019 Q2	$4K	Buy	105 +3	+3%	+$114	﹤0.01%	472
2019 Q1	$5K	Hold	102	–	–	﹤0.01%	456
2018 Q4	$4K	Buy	+102	New	+$4.12K	﹤0.01%	516

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's PNR Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Pentair (PNR) in Q1 2024, closing a stake of 600 shares — an estimated $43.6K sold.

Global Wealth Management Investment Advisory first reported a position in PNR in Q4 2018 and held it in 10 quarters. The position peaked at $43.6K in Q4 2023. 637 funds tracked by Wall St. Rank hold PNR as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Pentair position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 600 Pentair shares in Q1 2024, an estimated $43.6K.
Global Wealth Management Investment Advisory first reported a position in Pentair in Q4 2018 and held it in 10 quarters.
Global Wealth Management Investment Advisory's Pentair position peaked at $43.6K in Q4 2023.
637 funds tracked by Wall St. Rank held Pentair as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.