SYSTM Wealth Solutions’s Pentair PNR Stock Holding History

SYSTM Wealth Solutions’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	-29,327	Closed	-$1.32M	–	512
2022 Q4	$1.32M	Buy	+29,327	New	+$1.28M	0.16%	168

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

SYSTM Wealth Solutions's PNR Position: Q1 2023 in Review

SYSTM Wealth Solutions sold out of Pentair (PNR) in Q1 2023, closing a stake of 29,327 shares — an estimated $1.32M sold.

SYSTM Wealth Solutions first reported a position in PNR in Q4 2022 and held it in 1 quarter. The position peaked at $1.32M in Q4 2022. 527 funds tracked by Wall St. Rank hold PNR as of Q1 2023.

SYSTM Wealth Solutions reported no remaining Pentair position as of Q1 2023 after selling out during the quarter.
SYSTM Wealth Solutions sold 29,327 Pentair shares in Q1 2023, an estimated $1.32M.
SYSTM Wealth Solutions first reported a position in Pentair in Q4 2022 and held it in 1 quarter.
SYSTM Wealth Solutions's Pentair position peaked at $1.32M in Q4 2022.
527 funds tracked by Wall St. Rank held Pentair as of Q1 2023.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2023, filed 12 May 2023.