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Redwood Wealth Management Group’s Pentair PNR Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-53
Closed -$4.06K – 840
2024
Q2 		$4.06K Buy
+53
New +$4.27K ﹤0.01% 783

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Redwood Wealth Management Group's PNR Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Pentair (PNR) in Q3 2024, closing a stake of 53 shares — an estimated $4.06K sold.

Redwood Wealth Management Group first reported a position in PNR in Q2 2024 and held it in 1 quarter. The position peaked at $4.06K in Q2 2024. 672 funds tracked by Wall St. Rank hold PNR as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Pentair position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 53 Pentair shares in Q3 2024, an estimated $4.06K.
  • Redwood Wealth Management Group first reported a position in Pentair in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Pentair position peaked at $4.06K in Q2 2024.
  • 672 funds tracked by Wall St. Rank held Pentair as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.