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Evolution Wealth Advisors’s Pentair PNR Stock Holding History

Evolution 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
Q1 		– Sell
-55
Closed -$3K – 565
2019
Q4 		$3K Buy
55
+2
+4% +$84 ﹤0.01% 525
2019
Q3 		$2K Hold
53
– – ﹤0.01% 428
2019
Q2 		$2K Buy
+53
New +$2.01K ﹤0.01% 435

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 $3.37T AUM 44.26% 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
Franklin Resources
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evolution Wealth Advisors's PNR Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Pentair (PNR) in Q1 2020, closing a stake of 55 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in PNR in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 446 funds tracked by Wall St. Rank hold PNR as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Pentair position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 55 Pentair shares in Q1 2020, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in Pentair in Q2 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's Pentair position peaked at $3K in Q4 2019.
  • 446 funds tracked by Wall St. Rank held Pentair as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.