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River Wealth Advisors’s Pentair PNR Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-872
Closed -$33K – 391
2018
Q4 		$33K Buy
872
+25
+3% +$1.01K 0.01% 287
2018
Q3 		$37K Sell
847
-400
-32% -$17.4K 0.01% 313
2018
Q2 		$52K Buy
+1,247
New +$56K 0.02% 273

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 $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

River Wealth Advisors's PNR Position: Q1 2019 in Review

River Wealth Advisors sold out of Pentair (PNR) in Q1 2019, closing a stake of 872 shares — an estimated $33K sold.

River Wealth Advisors first reported a position in PNR in Q2 2018 and held it in 3 quarters. The position peaked at $52K in Q2 2018. 516 funds tracked by Wall St. Rank hold PNR as of Q1 2019.

  • River Wealth Advisors reported no remaining Pentair position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 872 Pentair shares in Q1 2019, an estimated $33K.
  • River Wealth Advisors first reported a position in Pentair in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Pentair position peaked at $52K in Q2 2018.
  • 516 funds tracked by Wall St. Rank held Pentair as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.