LWM
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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

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Impax Asset Management Group
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Invesco
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Nordea Investment Management
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PAMU
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ClearBridge Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return