WCM
PNR icon

Wealthcare Capital Management’s Pentair PNR Stock Holding History

Wealthcare Capital Management’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
-29
Closed -$2K – 523
2021
Q1 		$2K Buy
+29
New +$1.66K ﹤0.01% 592
2015
Q2 		– Sell
-22
Closed -$1K – 741
2015
Q1 		$1K Buy
+22
New +$957 ﹤0.01% 878

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Capital Management's PNR Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Pentair (PNR) in Q2 2021, closing a stake of 29 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in PNR in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 518 funds tracked by Wall St. Rank hold PNR as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Pentair position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 29 Pentair shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Pentair in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Pentair position peaked at $2K in Q1 2021.
  • 518 funds tracked by Wall St. Rank held Pentair as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.