MSWM
PRMW

McGlone Suttner Wealth Management’s Primo Water Corporation PRMW Stock Holding History

McGlone Suttner Wealth Management’s Portfolio PRMW Stock Details PRMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-69
Closed -$1.04K – 816
2023
Q4 		$1.04K Buy
+69
New +$985 ﹤0.01% 715

Other funds holding PRMW

Vanguard Group
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

McGlone Suttner Wealth Management's PRMW Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Primo Water Corporation (PRMW) in Q1 2024, closing a stake of 69 shares — an estimated $1.04K sold.

McGlone Suttner Wealth Management first reported a position in PRMW in Q4 2023 and held it in 1 quarter. The position peaked at $1.04K in Q4 2023. 250 funds tracked by Wall St. Rank hold PRMW as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Primo Water Corporation position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 69 Primo Water Corporation shares in Q1 2024, an estimated $1.04K.
  • McGlone Suttner Wealth Management first reported a position in Primo Water Corporation in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Primo Water Corporation position peaked at $1.04K in Q4 2023.
  • 250 funds tracked by Wall St. Rank held Primo Water Corporation as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.