AWA
TT icon

Amplius Wealth Advisors’s Trane Technologies TT Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-46
Closed -$9K – 833
2021
Q4 		$9K Buy
+46
New +$8.66K ﹤0.01% 629

Other funds holding TT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Amplius Wealth Advisors sold out of Trane Technologies (TT) in Q1 2022, closing a stake of 46 shares — an estimated $9K sold.

Amplius Wealth Advisors first reported a position in TT in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 934 funds tracked by Wall St. Rank hold TT as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Trane Technologies position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 46 Trane Technologies shares in Q1 2022, an estimated $9K.
  • Amplius Wealth Advisors first reported a position in Trane Technologies in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Trane Technologies position peaked at $9K in Q4 2021.
  • 934 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2022.

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