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Liberty Wealth Management’s Pentair PNR Stock Holding History

Liberty 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
2020
Q2 		– Sell
-107
Closed -$3K – 953
2020
Q1 		$3K Hold
107
– – ﹤0.01% 688
2019
Q4 		$5K Sell
107
-21
-16% -$887 ﹤0.01% 677
2019
Q3 		$5K Buy
128
+1
+0.8% +$37 ﹤0.01% 642
2019
Q2 		$5K Hold
127
– – ﹤0.01% 665
2019
Q1 		$5K Buy
127
+53
+72% +$2.21K ﹤0.01% 544
2018
Q4 		$2K Buy
+74
New +$2.99K ﹤0.01% 683

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 $3.38T AUM 44.17% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

Liberty Wealth Management's PNR Position: Q2 2020 in Review

Liberty Wealth Management sold out of Pentair (PNR) in Q2 2020, closing a stake of 107 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in PNR in Q4 2018 and held it in 6 quarters. The position peaked at $5K in Q4 2019. 441 funds tracked by Wall St. Rank hold PNR as of Q2 2020.

  • Liberty Wealth Management reported no remaining Pentair position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 107 Pentair shares in Q2 2020, an estimated $3K.
  • Liberty Wealth Management first reported a position in Pentair in Q4 2018 and held it in 6 quarters.
  • Liberty Wealth Management's Pentair position peaked at $5K in Q4 2019.
  • 441 funds tracked by Wall St. Rank held Pentair as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.