Burt Wealth Advisors’s Pentair PNR Stock Holding History

Burt Wealth Advisors’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
2020 Q4	–	Sell	-2	Closed	–	–	414
2020 Q3	$0	Buy	+2	New	+$87	﹤0.01%	430
2018 Q2	–	Sell	-42	Closed	-$2K	–	386
2018 Q1	$2K	Hold	42	–	–	﹤0.01%	355
2017 Q4	$2K	Hold	42	–	–	﹤0.01%	348
2017 Q3	$2K	Hold	42	–	–	﹤0.01%	328
2017 Q2	$1K	Hold	42	–	–	﹤0.01%	390
2017 Q1	$2K	Hold	42	–	–	﹤0.01%	325
2016 Q4	$2K	Hold	42	–	–	﹤0.01%	353
2016 Q3	$1K	Hold	42	–	–	﹤0.01%	381
2016 Q2	$1K	Hold	42	–	–	﹤0.01%	391
2016 Q1	$2K	Hold	42	–	–	﹤0.01%	457
2015 Q4	$1K	Hold	42	–	–	﹤0.01%	502
2015 Q3	$1K	Hold	42	–	–	﹤0.01%	373
2015 Q2	$2K	Hold	42	–	–	﹤0.01%	351
2015 Q1	$2K	Hold	42	–	–	﹤0.01%	321
2014 Q4	$2K	Buy	+42	New	+$1.84K	﹤0.01%	309

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burt Wealth Advisors's PNR Position: Q4 2020 in Review

Burt Wealth Advisors sold out of Pentair (PNR) in Q4 2020, closing a stake of 2 shares.

Burt Wealth Advisors first reported a position in PNR in Q4 2014 and held it in 15 quarters. The position peaked at $2K in Q1 2018. 509 funds tracked by Wall St. Rank hold PNR as of Q4 2020.

Burt Wealth Advisors reported no remaining Pentair position as of Q4 2020 after selling out during the quarter.
Burt Wealth Advisors sold 2 Pentair shares in Q4 2020.
Burt Wealth Advisors first reported a position in Pentair in Q4 2014 and held it in 15 quarters.
Burt Wealth Advisors's Pentair position peaked at $2K in Q1 2018.
509 funds tracked by Wall St. Rank held Pentair as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.