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VisionPoint Advisory Group’s Pentair PNR Stock Holding History

VisionPoint Advisory Group’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
-16
Closed -$1.23K – 636
2024
Q2 		$1.23K Hold
16
– – ﹤0.01% 705
2024
Q1 		$1.37K Hold
16
– – ﹤0.01% 709
2023
Q4 		$1.16K Hold
16
– – ﹤0.01% 663
2023
Q3 		$1.04K Hold
16
– – ﹤0.01% 613
2023
Q2 		$1.03K Buy
+16
New +$921 ﹤0.01% 501

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

VisionPoint Advisory Group's PNR Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Pentair (PNR) in Q3 2024, closing a stake of 16 shares — an estimated $1.23K sold.

VisionPoint Advisory Group first reported a position in PNR in Q2 2023 and held it in 5 quarters. The position peaked at $1.37K in Q1 2024. 673 funds tracked by Wall St. Rank hold PNR as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Pentair position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 16 Pentair shares in Q3 2024, an estimated $1.23K.
  • VisionPoint Advisory Group first reported a position in Pentair in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Pentair position peaked at $1.37K in Q1 2024.
  • 673 funds tracked by Wall St. Rank held Pentair as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.