Sutton Wealth Advisors’s Pentair PNR Stock Holding History

Sutton 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
2023 Q3	$3.63K	Buy	56 +28	+100%	+$1.89K	﹤0.01%	633
2023 Q2	$1.81K	Hold	28	–	–	﹤0.01%	710
2023 Q1	$1.55K	Hold	28	–	–	﹤0.01%	681
2022 Q4	$1.26K	Hold	28	–	–	﹤0.01%	1271
2022 Q3	$1.14K	Hold	28	–	–	﹤0.01%	1259
2022 Q2	$1.28K	Sell	28 -20	-42%	-$1K	﹤0.01%	1234
2022 Q1	$2.6K	Buy	48 +20	+71%	+$1.21K	﹤0.01%	1169
2021 Q4	$2.04K	Hold	28	–	–	﹤0.01%	1197
2021 Q3	$2.03K	Hold	28	–	–	﹤0.01%	1172
2021 Q2	$1.89K	Hold	28	–	–	﹤0.01%	1169
2021 Q1	$1.75K	Hold	28	–	–	﹤0.01%	1154
2020 Q4	$1.49K	Buy	28 +13	+87%	+$667	﹤0.01%	1142
2020 Q3	$687	Hold	15	–	–	﹤0.01%	1163
2020 Q2	$570	Sell	15 -4	-21%	-$141	﹤0.01%	1157
2020 Q1	$565	Hold	19	–	–	﹤0.01%	1135
2019 Q4	$872	Hold	19	–	–	﹤0.01%	1126
2019 Q3	$718	Hold	19	–	–	﹤0.01%	1137
2019 Q2	$707	Sell	19 -22	-54%	-$835	﹤0.01%	1125
2019 Q1	$1.82K	Hold	41	–	–	﹤0.01%	1059
2018 Q4	$1.55K	Hold	41	–	–	﹤0.01%	1011
2018 Q3	$1.78K	Hold	41	–	–	﹤0.01%	1008
2018 Q2	$1.73K	Sell	41 -20	-33%	-$899	﹤0.01%	1023
2018 Q1	$2.79K	Hold	61	–	–	﹤0.01%	977
2017 Q4	$2.9K	Hold	61	–	–	﹤0.01%	944
2017 Q3	$2.79K	Buy	61 +22	+56%	+$945	﹤0.01%	931
2017 Q2	$1.73K	Buy	39 +23	+144%	+$1K	﹤0.01%	968
2017 Q1	$691	Hold	16	–	–	﹤0.01%	998
2016 Q4	$617	Hold	16	–	–	﹤0.01%	999
2016 Q3	$707	Hold	16	–	–	﹤0.01%	982
2016 Q2	$641	Hold	16	–	–	﹤0.01%	955
2016 Q1	$597	Buy	+16	New	+$517	﹤0.01%	955

Other funds holding PNR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sutton Wealth Advisors's PNR Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Pentair (PNR) stake by 100% in Q3 2023, buying an estimated $1.89K and bringing the position to 56 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Sutton Wealth Advisors first reported a position in PNR in Q1 2016 and has held it in 31 quarters since. 582 funds tracked by Wall St. Rank hold PNR as of Q3 2023.

Sutton Wealth Advisors held 56 shares of Pentair worth $3.63K as of Q3 2023.
Sutton Wealth Advisors bought 28 Pentair shares in Q3 2023, an estimated $1.89K.
Pentair made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #633 holding.
Sutton Wealth Advisors first reported a position in Pentair in Q1 2016 and has held it in 31 quarters since.
582 funds tracked by Wall St. Rank held Pentair as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.