Avantax Planning Partners’s Ingersoll Rand IR Stock Holding History

Avantax Planning Partners’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
2025 Q1	–	Sell	-2,397	Closed	-$217K	–	448
2024 Q4	$217K	Hold	2,397	–	–	0.01%	402
2024 Q3	$235K	Sell	2,397 -123	-5%	-$11.4K	0.01%	386
2024 Q2	$229K	Hold	2,520	–	–	0.01%	413
2024 Q1	$239K	Sell	2,520 -116	-4%	-$9.92K	0.01%	411
2023 Q4	$204K	Buy	+2,636	New	+$180K	0.01%	357
2023 Q3	–	Sell	-4,047	Closed	-$265K	–	378
2023 Q2	$265K	Buy	4,047 +146	+4%	+$8.63K	0.01%	318
2023 Q1	$227K	Sell	3,901 -172	-4%	-$9.7K	0.01%	335
2022 Q4	$213K	Buy	+4,073	New	+$208K	0.01%	347
2022 Q2	–	Sell	-4,121	Closed	-$207K	–	357
2022 Q1	$207K	Sell	4,121 -97	-2%	-$5.2K	0.01%	337
2021 Q4	$261K	Hold	4,218	–	–	0.01%	296
2021 Q3	$213K	Hold	4,218	–	–	0.01%	310
2021 Q2	$206K	Buy	+4,218	New	+$207K	0.01%	306
2018 Q2	–	Sell	-22	Closed	-$1K	–	831
2018 Q1	$1K	Buy	+22	New	+$733	﹤0.01%	1714

Other funds holding IR

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Avantax Planning Partners's IR Position: Q1 2025 in Review

Avantax Planning Partners sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 2,397 shares — an estimated $217K sold.

Avantax Planning Partners first reported a position in IR in Q1 2018 and held it in 13 quarters. The position peaked at $265K in Q2 2023. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

Avantax Planning Partners reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
Avantax Planning Partners sold 2,397 Ingersoll Rand shares in Q1 2025, an estimated $217K.
Avantax Planning Partners first reported a position in Ingersoll Rand in Q1 2018 and held it in 13 quarters.
Avantax Planning Partners's Ingersoll Rand position peaked at $265K in Q2 2023.
861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Avantax Planning Partners's 13F filing for Q1 2025, filed 29 Apr 2025.