BWA
PRMW

Burt Wealth Advisors’s Primo Water Corporation PRMW Stock Holding History

Burt Wealth Advisors’s Portfolio PRMW Stock Details PRMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-145
Closed -$2K – 443
2020
Q2 		$2K Hold
145
– – ﹤0.01% 353
2020
Q1 		$1K Buy
+145
New +$1.97K ﹤0.01% 398

Other funds holding PRMW

NC
Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.31B AUM 18.17% 1-Year Est. Return

Burt Wealth Advisors's PRMW Position: Q3 2020 in Review

Burt Wealth Advisors sold out of Primo Water Corporation (PRMW) in Q3 2020, closing a stake of 145 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in PRMW in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 184 funds tracked by Wall St. Rank hold PRMW as of Q3 2020.

  • Burt Wealth Advisors reported no remaining Primo Water Corporation position as of Q3 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 145 Primo Water Corporation shares in Q3 2020, an estimated $2K.
  • Burt Wealth Advisors first reported a position in Primo Water Corporation in Q1 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's Primo Water Corporation position peaked at $2K in Q2 2020.
  • 184 funds tracked by Wall St. Rank held Primo Water Corporation as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.