Amplius Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-83	Closed	-$5K	–	522
2021 Q4	$5K	Buy	+83	New	+$4.73K	﹤0.01%	710

Other funds holding IR

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Amplius Wealth Advisors's IR Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Ingersoll Rand (IR) in Q1 2022, closing a stake of 83 shares — an estimated $5K sold.

Amplius Wealth Advisors first reported a position in IR in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 612 funds tracked by Wall St. Rank hold IR as of Q1 2022.

Amplius Wealth Advisors reported no remaining Ingersoll Rand position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 83 Ingersoll Rand shares in Q1 2022, an estimated $5K.
Amplius Wealth Advisors first reported a position in Ingersoll Rand in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Ingersoll Rand position peaked at $5K in Q4 2021.
612 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.