Defined Wealth Management’s Pentair PNR Stock Holding History

Defined 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
2021 Q1	–	Sell	-383	Closed	-$20K	–	169
2020 Q4	$20K	Buy	+383	New	+$19.6K	0.02%	167

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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

Defined Wealth Management's PNR Position: Q1 2021 in Review

Defined Wealth Management sold out of Pentair (PNR) in Q1 2021, closing a stake of 383 shares — an estimated $20K sold.

Defined Wealth Management first reported a position in PNR in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 518 funds tracked by Wall St. Rank hold PNR as of Q1 2021.

Defined Wealth Management reported no remaining Pentair position as of Q1 2021 after selling out during the quarter.
Defined Wealth Management sold 383 Pentair shares in Q1 2021, an estimated $20K.
Defined Wealth Management first reported a position in Pentair in Q4 2020 and held it in 1 quarter.
Defined Wealth Management's Pentair position peaked at $20K in Q4 2020.
518 funds tracked by Wall St. Rank held Pentair as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.