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SeaCrest Wealth Management’s Pentair PNR Stock Holding History

SeaCrest 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
2025
Q1 		– Sell
-2,709
Closed -$273K – 688
2024
Q4 		$273K Buy
2,709
+55
+2% +$5.64K 0.03% 521
2024
Q3 		$260K Hold
2,654
– – 0.03% 538
2024
Q2 		$204K Sell
2,654
-47
-2% -$3.79K 0.02% 576
2024
Q1 		$231K Sell
2,701
-1,710
-39% -$130K 0.03% 532
2023
Q4 		$303K Sell
4,411
-2,192
-33% -$141K 0.04% 447
2023
Q3 		$428K Sell
6,603
-703
-10% -$47.3K 0.06% 342
2023
Q2 		$472K Buy
7,306
+344
+5% +$19.8K 0.06% 337
2023
Q1 		$385K Buy
6,962
+710
+11% +$37.7K 0.05% 401
2022
Q4 		$281K Hold
6,252
– – 0.04% 465
2022
Q3 		$254K Buy
6,252
+1,130
+22% +$52.4K 0.04% 475
2022
Q2 		$234K Sell
5,122
-169
-3% -$8.46K 0.03% 548
2022
Q1 		$287K Buy
+5,291
New +$320K 0.03% 521
2019
Q2 		– Sell
-3,039
Closed -$135K – 1500
2019
Q1 		$135K Hold
3,039
– – 0.02% 592
2018
Q4 		$115K Sell
3,039
-547
-15% -$22.1K 0.02% 610
2018
Q3 		$155K Buy
3,586
+217
+6% +$9.41K 0.03% 596
2018
Q2 		$142K Sell
3,369
-1,580
-32% -$71K 0.03% 607
2018
Q1 		$226K Buy
4,949
+984
+25% +$46.8K 0.04% 450
2017
Q4 		$188K Buy
+3,965
New +$185K 0.03% 519

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return