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Ruedi Wealth Management’s Pentair PNR Stock Holding History

Ruedi 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
2024
Q3 		– Sell
-6
Closed -$460 – 460
2024
Q2 		$460 Buy
+6
New +$483 ﹤0.01% 421

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

Ruedi Wealth Management's PNR Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Pentair (PNR) in Q3 2024, closing a stake of 6 shares — an estimated $460 sold.

Ruedi Wealth Management first reported a position in PNR in Q2 2024 and held it in 1 quarter. The position peaked at $460 in Q2 2024. 672 funds tracked by Wall St. Rank hold PNR as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Pentair position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 6 Pentair shares in Q3 2024, an estimated $460.
  • Ruedi Wealth Management first reported a position in Pentair in Q2 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's Pentair position peaked at $460 in Q2 2024.
  • 672 funds tracked by Wall St. Rank held Pentair as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.