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TPWA
TRUE Private Wealth Advisors’s
Pentair
PNR
Stock Holding History
TRUE Private 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
2021
Q1
–
Sell
-231
Closed
-$12K
–
576
2020
Q4
$12K
Buy
231
+204
+756%
+$10.5K
﹤0.01%
516
2020
Q3
$1K
Hold
27
–
–
﹤0.01%
668
2020
Q2
$1K
Hold
27
–
–
﹤0.01%
656
2020
Q1
$0
Sell
27
-397
-94%
-$16K
﹤0.01%
795
2019
Q4
$19K
Buy
+424
New
+$17.9K
﹤0.01%
501
2019
Q3
–
Sell
-415
Closed
-$15K
–
587
2019
Q2
$15K
Buy
+415
New
+$15.7K
﹤0.01%
495
2018
Q4
–
Sell
-5,188
Closed
-$225K
–
739
2018
Q3
$225K
Buy
5,188
+36
+0.7%
+$1.56K
0.03%
249
2018
Q2
$216K
Sell
5,152
-1,620
-24%
-$72.8K
0.03%
252
2018
Q1
$309K
Buy
6,772
+262
+4%
+$12.5K
0.05%
181
2017
Q4
$308K
Buy
+6,510
New
+$304K
0.05%
178
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T 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
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
PAMU
Pictet Asset Management (UK)
London, United Kingdom
$91.6B AUM
47.77%
1-Year Est. Return
Nordea Investment Management
Stockholm, Sweden
$107B AUM
24.58%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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