Altus Wealth Group’s Ingersoll Rand IR Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-322	Closed	-$15K	–	468
2020 Q4	$15K	Buy	+322	New	+$13.3K	0.01%	430

Other funds holding IR

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Altus Wealth Group's IR Position: Q1 2021 in Review

Altus Wealth Group sold out of Ingersoll Rand (IR) in Q1 2021, closing a stake of 322 shares — an estimated $15K sold.

Altus Wealth Group first reported a position in IR in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 586 funds tracked by Wall St. Rank hold IR as of Q1 2021.

Altus Wealth Group reported no remaining Ingersoll Rand position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 322 Ingersoll Rand shares in Q1 2021, an estimated $15K.
Altus Wealth Group first reported a position in Ingersoll Rand in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Ingersoll Rand position peaked at $15K in Q4 2020.
586 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.