Atlas Private Wealth Management’s Ingersoll Rand IR Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-220	Closed	-$11K	–	234
2021 Q1	$11K	Sell	220 -49	-18%	-$2.27K	0.01%	304
2020 Q4	$12K	Hold	269	–	–	0.01%	295
2020 Q3	$10K	Hold	269	–	–	0.01%	311
2020 Q2	$8K	Sell	269 -216	-45%	-$6.1K	0.01%	346
2020 Q1	$12K	Buy	+485	New	+$15.4K	0.01%	292

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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

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

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

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

Atlas Private Wealth Management's IR Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Ingersoll Rand (IR) in Q2 2021, closing a stake of 220 shares — an estimated $11K sold.

Atlas Private Wealth Management first reported a position in IR in Q1 2020 and held it in 5 quarters. The position peaked at $12K in Q4 2020. 573 funds tracked by Wall St. Rank hold IR as of Q2 2021.

Atlas Private Wealth Management reported no remaining Ingersoll Rand position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 220 Ingersoll Rand shares in Q2 2021, an estimated $11K.
Atlas Private Wealth Management first reported a position in Ingersoll Rand in Q1 2020 and held it in 5 quarters.
Atlas Private Wealth Management's Ingersoll Rand position peaked at $12K in Q4 2020.
573 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.