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Atlas Private Wealth Management’s Trane Technologies TT Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-215
Closed -$36K – 347
2021
Q1 		$36K Sell
215
-90
-30% -$13.9K 0.02% 215
2020
Q4 		$44K Hold
305
– – 0.03% 201
2020
Q3 		$37K Hold
305
– – 0.03% 206
2020
Q2 		$27K Sell
305
-245
-45% -$21.3K 0.02% 242
2020
Q1 		$45K Hold
550
– – 0.04% 192
2019
Q4 		$73K Buy
+550
New +$69.7K 0.06% 178

Other funds holding TT

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Atlas Private Wealth Management sold out of Trane Technologies (TT) in Q2 2021, closing a stake of 215 shares — an estimated $36K sold.

Atlas Private Wealth Management first reported a position in TT in Q4 2019 and held it in 6 quarters. The position peaked at $73K in Q4 2019. 962 funds tracked by Wall St. Rank hold TT as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Trane Technologies position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 215 Trane Technologies shares in Q2 2021, an estimated $36K.
  • Atlas Private Wealth Management first reported a position in Trane Technologies in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Trane Technologies position peaked at $73K in Q4 2019.
  • 962 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2021.

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