AWM
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AllSquare Wealth Management’s Trane Technologies TT Stock Holding History

AllSquare Wealth Management’s Portfolio TT Stock Details TT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-296
Closed -$24K – 493
2020
Q1 		$24K Hold
296
– – 0.02% 234
2019
Q4 		$39K Buy
+296
New +$37.5K 0.03% 213

Other funds holding TT

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AllSquare Wealth Management's TT Position: Q2 2020 in Review

AllSquare Wealth Management sold out of Trane Technologies (TT) in Q2 2020, closing a stake of 296 shares — an estimated $24K sold.

AllSquare Wealth Management first reported a position in TT in Q4 2019 and held it in 2 quarters. The position peaked at $39K in Q4 2019. 753 funds tracked by Wall St. Rank hold TT as of Q2 2020.

  • AllSquare Wealth Management reported no remaining Trane Technologies position as of Q2 2020 after selling out during the quarter.
  • AllSquare Wealth Management sold 296 Trane Technologies shares in Q2 2020, an estimated $24K.
  • AllSquare Wealth Management first reported a position in Trane Technologies in Q4 2019 and held it in 2 quarters.
  • AllSquare Wealth Management's Trane Technologies position peaked at $39K in Q4 2019.
  • 753 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2020.

Based on AllSquare Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.