Lake Point Wealth Management’s Pentair PNR Stock Holding History

Lake Point Wealth Management’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 Q2	$0	Hold	6	–	–	﹤0.01%	490
2022 Q1	$0	Hold	6	–	–	﹤0.01%	470
2021 Q4	$0	Hold	6	–	–	﹤0.01%	477
2021 Q3	$0	Hold	6	–	–	﹤0.01%	448
2021 Q2	$0	Buy	+6	New	+$397	﹤0.01%	434
2020 Q1	$0	Hold	6	–	–	﹤0.01%	446
2019 Q4	$0	Buy	+6	New	+$253	﹤0.01%	624
2019 Q2	$0	Hold	6	–	–	﹤0.01%	686
2019 Q1	$0	Hold	6	–	–	﹤0.01%	820
2018 Q4	$0	Buy	+6	New	+$243	﹤0.01%	850

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Lake Point Wealth Management's PNR Position: Q2 2022 in Review

Lake Point Wealth Management held its Pentair (PNR) position steady in Q2 2022 at 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Lake Point Wealth Management first reported a position in PNR in Q4 2018 and has held it in 10 quarters since. 511 funds tracked by Wall St. Rank hold PNR as of Q2 2022.

Lake Point Wealth Management held 6 shares of Pentair worth $0 as of Q2 2022.
Lake Point Wealth Management left its Pentair share count unchanged in Q2 2022.
Pentair made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #490 holding.
Lake Point Wealth Management first reported a position in Pentair in Q4 2018 and has held it in 10 quarters since.
511 funds tracked by Wall St. Rank held Pentair as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.