RWB
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RMR Wealth Builders’s Pentair PNR Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-350
Closed -$22K – 553
2021
Q1 		$22K Buy
+350
New +$20.1K 0.01% 496
2020
Q3 		– Sell
-440
Closed -$17K – 403
2020
Q2 		$17K Buy
+440
New +$15.5K 0.02% 317
2019
Q4 		$20K Buy
+440
New +$18.6K 0.02% 313

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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

RMR Wealth Builders's PNR Position: Q2 2021 in Review

RMR Wealth Builders sold out of Pentair (PNR) in Q2 2021, closing a stake of 350 shares — an estimated $22K sold.

RMR Wealth Builders first reported a position in PNR in Q4 2019 and held it in 3 quarters. The position peaked at $22K in Q1 2021. 519 funds tracked by Wall St. Rank hold PNR as of Q2 2021.

  • RMR Wealth Builders reported no remaining Pentair position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 350 Pentair shares in Q2 2021, an estimated $22K.
  • RMR Wealth Builders first reported a position in Pentair in Q4 2019 and held it in 3 quarters.
  • RMR Wealth Builders's Pentair position peaked at $22K in Q1 2021.
  • 519 funds tracked by Wall St. Rank held Pentair as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.