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Aevitas Wealth Management’s Pentair PNR Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-20
Closed – – 274
2019
Q1 		$0 Hold
20
– – ﹤0.01% 393
2018
Q4 		$1K Hold
20
– – ﹤0.01% 375
2018
Q3 		$1K Hold
20
– – ﹤0.01% 440
2018
Q2 		$1K Sell
20
-10
-33% -$449 ﹤0.01% 415
2018
Q1 		$1K Hold
30
– – ﹤0.01% 435
2017
Q4 		$1K Buy
+30
New +$1.4K ﹤0.01% 428

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Aevitas Wealth Management's PNR Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Pentair (PNR) in Q2 2019, closing a stake of 20 shares.

Aevitas Wealth Management first reported a position in PNR in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q4 2018. 455 funds tracked by Wall St. Rank hold PNR as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Pentair position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 20 Pentair shares in Q2 2019.
  • Aevitas Wealth Management first reported a position in Pentair in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Pentair position peaked at $1K in Q4 2018.
  • 455 funds tracked by Wall St. Rank held Pentair as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.