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Lionsbridge Wealth Management’s Pentair PNR Stock Holding History

Lionsbridge 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
Q1 		– Sell
-31
Closed -$1K – 244
2019
Q4 		$1K Buy
+31
New +$1.31K ﹤0.01% 234

Other funds holding PNR

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lionsbridge Wealth Management's PNR Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Pentair (PNR) in Q1 2020, closing a stake of 31 shares — an estimated $1K sold.

Lionsbridge Wealth Management first reported a position in PNR in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 445 funds tracked by Wall St. Rank hold PNR as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Pentair position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 31 Pentair shares in Q1 2020, an estimated $1K.
  • Lionsbridge Wealth Management first reported a position in Pentair in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Pentair position peaked at $1K in Q4 2019.
  • 445 funds tracked by Wall St. Rank held Pentair as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.