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Personal Wealth Partners’s Pentair PNR Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-1,070
Closed -$72K – 317
2021
Q2 		$72K Buy
+1,070
New +$70.8K 0.03% 137
2020
Q1 		– Sell
-1,070
Closed -$49K – 465
2019
Q4 		$49K Hold
1,070
– – 0.02% 145
2019
Q3 		$40K Hold
1,070
– – 0.02% 156
2019
Q2 		$40K Buy
+1,070
New +$40.6K 0.02% 141

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Personal Wealth Partners's PNR Position: Q3 2021 in Review

Personal Wealth Partners sold out of Pentair (PNR) in Q3 2021, closing a stake of 1,070 shares — an estimated $72K sold.

Personal Wealth Partners first reported a position in PNR in Q2 2019 and held it in 4 quarters. The position peaked at $72K in Q2 2021. 553 funds tracked by Wall St. Rank hold PNR as of Q3 2021.

  • Personal Wealth Partners reported no remaining Pentair position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 1,070 Pentair shares in Q3 2021, an estimated $72K.
  • Personal Wealth Partners first reported a position in Pentair in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Pentair position peaked at $72K in Q2 2021.
  • 553 funds tracked by Wall St. Rank held Pentair as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.