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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

PNR holding history

PENTAIR plc in every 13F filed by Sutton Wealth Advisors Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PNR overviewAll 13F holders of PNRFull Q3 2023 holdings

Shares (Q3 2023)
56
Value
$3.63K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of PNR by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202356$3.63K<0.1%+28+100.0%AddedHolders
Q2 202328$1.81K<0.1%00.0%UnchangedHolders
Q1 202328$1.55K<0.1%00.0%UnchangedHolders
Q4 202228$1.26K<0.1%00.0%UnchangedHolders
Q3 202228$1.14K<0.1%00.0%UnchangedHolders
Q2 202228$1.28K<0.1%−20−41.7%ReducedHolders
Q1 202248$2.60K<0.1%+20+71.4%AddedHolders
Q4 202128$2.04K<0.1%00.0%UnchangedHolders
Q3 202128$2.03K<0.1%00.0%UnchangedHolders
Q2 202128$1.89K<0.1%00.0%UnchangedHolders
Q1 202128$1.75K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.