SWM
PNR icon

Selective Wealth Management’s Pentair PNR Stock Holding History

Selective 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
Q4 		– Sell
-5
Closed – – 569
2022
Q3 		$0 Hold
5
– – ﹤0.01% 822
2022
Q2 		$0 Hold
5
– – ﹤0.01% 816
2022
Q1 		$0 Hold
5
– – ﹤0.01% 780
2021
Q4 		$0 Hold
5
– – ﹤0.01% 695
2021
Q3 		$0 Buy
+5
New +$373 ﹤0.01% 610

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Selective Wealth Management's PNR Position: Q4 2022 in Review

Selective Wealth Management sold out of Pentair (PNR) in Q4 2022, closing a stake of 5 shares.

Selective Wealth Management first reported a position in PNR in Q3 2021 and held it in 5 quarters. The position peaked at $0 in Q3 2022. 504 funds tracked by Wall St. Rank hold PNR as of Q4 2022.

  • Selective Wealth Management reported no remaining Pentair position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 5 Pentair shares in Q4 2022.
  • Selective Wealth Management first reported a position in Pentair in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's Pentair position peaked at $0 in Q3 2022.
  • 504 funds tracked by Wall St. Rank held Pentair as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.