AWM
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Accurate Wealth Management’s Ingersoll Rand IR Stock Holding History

Accurate Wealth Management’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-288
Closed -$16.3K – 816
2022
Q4 		$16.3K Buy
+288
New +$14.7K 0.01% 746

Other funds holding IR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Accurate Wealth Management's IR Position: Q1 2023 in Review

Accurate Wealth Management sold out of Ingersoll Rand (IR) in Q1 2023, closing a stake of 288 shares — an estimated $16.3K sold.

Accurate Wealth Management first reported a position in IR in Q4 2022 and held it in 1 quarter. The position peaked at $16.3K in Q4 2022. 682 funds tracked by Wall St. Rank hold IR as of Q1 2023.

  • Accurate Wealth Management reported no remaining Ingersoll Rand position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 288 Ingersoll Rand shares in Q1 2023, an estimated $16.3K.
  • Accurate Wealth Management first reported a position in Ingersoll Rand in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Ingersoll Rand position peaked at $16.3K in Q4 2022.
  • 682 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.