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Realta Investment Advisors’s Pentair PNR Stock Holding History

Realta Investment Advisors’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
-147
Closed -$5K – 1101
2019
Q4 		$5K Hold
147
– – ﹤0.01% 1346
2019
Q3 		$5K Sell
147
-120
-45% -$4.46K ﹤0.01% 1331
2019
Q2 		$10K Buy
267
+174
+187% +$6.6K ﹤0.01% 1147
2019
Q1 		$3K Buy
+93
New +$3.87K ﹤0.01% 1172

Other funds holding PNR

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
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

Realta Investment Advisors's PNR Position: Q1 2020 in Review

Realta Investment Advisors sold out of Pentair (PNR) in Q1 2020, closing a stake of 147 shares — an estimated $5K sold.

Realta Investment Advisors first reported a position in PNR in Q1 2019 and held it in 4 quarters. The position peaked at $10K in Q2 2019. 445 funds tracked by Wall St. Rank hold PNR as of Q1 2020.

  • Realta Investment Advisors reported no remaining Pentair position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 147 Pentair shares in Q1 2020, an estimated $5K.
  • Realta Investment Advisors first reported a position in Pentair in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Pentair position peaked at $10K in Q2 2019.
  • 445 funds tracked by Wall St. Rank held Pentair as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.