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Henrickson Nauta Wealth Advisors’s Pentair PNR Stock Holding History

Henrickson Nauta 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
2022
Q1 		– Sell
-238
Closed -$16K – 199
2021
Q4 		$16K Buy
+238
New +$17.5K 0.01% 137

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's PNR Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of Pentair (PNR) in Q1 2022, closing a stake of 238 shares — an estimated $16K sold.

Henrickson Nauta Wealth Advisors first reported a position in PNR in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 554 funds tracked by Wall St. Rank hold PNR as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining Pentair position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 238 Pentair shares in Q1 2022, an estimated $16K.
  • Henrickson Nauta Wealth Advisors first reported a position in Pentair in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's Pentair position peaked at $16K in Q4 2021.
  • 554 funds tracked by Wall St. Rank held Pentair as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.