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WealthShield Partners’s Pentair PNR Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-4,305
Closed -$291K – 600
2021
Q2 		$291K Sell
4,305
-67
-2% -$4.43K 0.05% 211
2021
Q1 		$272K Buy
+4,372
New +$251K 0.05% 215

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

WealthShield Partners's PNR Position: Q3 2021 in Review

WealthShield Partners sold out of Pentair (PNR) in Q3 2021, closing a stake of 4,305 shares — an estimated $291K sold.

WealthShield Partners first reported a position in PNR in Q1 2021 and held it in 2 quarters. The position peaked at $291K in Q2 2021. 552 funds tracked by Wall St. Rank hold PNR as of Q3 2021.

  • WealthShield Partners reported no remaining Pentair position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 4,305 Pentair shares in Q3 2021, an estimated $291K.
  • WealthShield Partners first reported a position in Pentair in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Pentair position peaked at $291K in Q2 2021.
  • 552 funds tracked by Wall St. Rank held Pentair as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.