TWP
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Triad Wealth Partners’s Pentair PNR Stock Holding History

Triad Wealth Partners’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
-1
Closed -$77 – 677
2024
Q2 		$77 Buy
+1
New +$81 ﹤0.01% 962

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

Triad Wealth Partners's PNR Position: Q3 2024 in Review

Triad Wealth Partners sold out of Pentair (PNR) in Q3 2024, closing a stake of 1 share — an estimated $77 sold.

Triad Wealth Partners first reported a position in PNR in Q2 2024 and held it in 1 quarter. The position peaked at $77 in Q2 2024. 672 funds tracked by Wall St. Rank hold PNR as of Q3 2024.

  • Triad Wealth Partners reported no remaining Pentair position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1 Pentair share in Q3 2024, an estimated $77.
  • Triad Wealth Partners first reported a position in Pentair in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Pentair position peaked at $77 in Q2 2024.
  • 672 funds tracked by Wall St. Rank held Pentair as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.