YWP
PNR icon

YorkBridge Wealth Partners’s Pentair PNR Stock Holding History

YorkBridge Wealth 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
2019
Q3 		– Sell
-630
Closed -$23K – 523
2019
Q2 		$23K Buy
630
+44
+8% +$1.67K 0.01% 459
2019
Q1 		$26K Buy
586
+57
+11% +$2.37K 0.01% 430
2018
Q4 		$20K Sell
529
-256
-33% -$10.3K 0.01% 464
2018
Q3 		$34K Sell
785
-66
-8% -$2.86K 0.02% 403
2018
Q2 		$36K Sell
851
-2,361
-74% -$106K 0.02% 402
2018
Q1 		$151K Buy
3,212
+227
+8% +$10.8K 0.07% 211
2017
Q4 		$137K Buy
2,985
+559
+23% +$26.1K 0.07% 228
2017
Q3 		$111K Sell
2,426
-297
-11% -$12.8K 0.06% 252
2017
Q2 		$123K Buy
2,723
+165
+6% +$7.21K 0.07% 230
2017
Q1 		$111K Sell
2,558
-15
-0.6% -$599 0.06% 241
2016
Q4 		$100K Buy
+2,573
New +$100K 0.06% 241

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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 $653B AUM 32.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.3B AUM 46.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return