My Personal CFO LLC’s Pentair PNR Stock Holding History

My Personal CFO LLC’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	-126	Closed	-$5.67K	–	625
2022 Q4	$5.67K	Buy	+126	New	+$5.48K	0.01%	350

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 $3.38T AUM 44.17% 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

My Personal CFO LLC's PNR Position: Q1 2023 in Review

My Personal CFO LLC sold out of Pentair (PNR) in Q1 2023, closing a stake of 126 shares — an estimated $5.67K sold.

My Personal CFO LLC first reported a position in PNR in Q4 2022 and held it in 1 quarter. The position peaked at $5.67K in Q4 2022. 527 funds tracked by Wall St. Rank hold PNR as of Q1 2023.

My Personal CFO LLC reported no remaining Pentair position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 126 Pentair shares in Q1 2023, an estimated $5.67K.
My Personal CFO LLC first reported a position in Pentair in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Pentair position peaked at $5.67K in Q4 2022.
527 funds tracked by Wall St. Rank held Pentair as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.