CFM Wealth Partners’s Pentair PNR Stock Holding History

CFM 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
2020 Q3	–	Sell	-767	Closed	-$29K	–	383
2020 Q2	$29K	Sell	767 -126	-14%	-$4.43K	0.01%	330
2020 Q1	$27K	Buy	+893	New	+$35.9K	0.01%	334

Other funds holding PNR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PAMU

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CFM Wealth Partners's PNR Position: Q3 2020 in Review

CFM Wealth Partners sold out of Pentair (PNR) in Q3 2020, closing a stake of 767 shares — an estimated $29K sold.

CFM Wealth Partners first reported a position in PNR in Q1 2020 and held it in 2 quarters. The position peaked at $29K in Q2 2020. 463 funds tracked by Wall St. Rank hold PNR as of Q3 2020.

CFM Wealth Partners reported no remaining Pentair position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 767 Pentair shares in Q3 2020, an estimated $29K.
CFM Wealth Partners first reported a position in Pentair in Q1 2020 and held it in 2 quarters.
CFM Wealth Partners's Pentair position peaked at $29K in Q2 2020.
463 funds tracked by Wall St. Rank held Pentair as of Q3 2020.

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