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Heritage Wealth Management (Arizona)’s Pentair PNR Stock Holding History

Heritage Wealth Management (Arizona)’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 		$4.77K Buy
106
+53
+100% +$2.3K ﹤0.01% 889
2022
Q3 		$2K Buy
+53
New +$2.46K ﹤0.01% 895
2021
Q3 		– Sell
-57
Closed -$4K – 921
2021
Q2 		$4K Buy
+57
New +$3.77K ﹤0.01% 784

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 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 $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PNR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Pentair (PNR) stake by 100% in Q4 2022, buying an estimated $2.3K and bringing the position to 106 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Heritage Wealth Management (Arizona) first reported a position in PNR in Q2 2021 and has held it in 3 quarters since. 505 funds tracked by Wall St. Rank hold PNR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 106 shares of Pentair worth $4.77K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 53 Pentair shares in Q4 2022, an estimated $2.3K.
  • Pentair made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #889 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Pentair in Q2 2021 and has held it in 3 quarters since.
  • 505 funds tracked by Wall St. Rank held Pentair as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.