Avior Wealth Management’s Ingersoll Rand IR Stock Holding History

Avior 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
2025 Q1	–	Sell	-266	Closed	-$24.1K	–	1527
2024 Q4	$24.1K	Buy	266 +8	+3%	+$796	﹤0.01%	1368
2024 Q3	$25.4K	Buy	258 +15	+6%	+$1.39K	﹤0.01%	1324
2024 Q2	$22.1K	Sell	243 -137	-36%	-$12.6K	﹤0.01%	1329
2024 Q1	$36.1K	Buy	380 +212	+126%	+$18.1K	﹤0.01%	1358
2023 Q4	$13K	Hold	168	–	–	﹤0.01%	947
2023 Q3	$10.7K	Hold	168	–	–	﹤0.01%	1031
2023 Q2	$11K	Buy	168 +23	+16%	+$1.36K	﹤0.01%	1011
2023 Q1	$8.45K	Buy	145 +55	+61%	+$3.1K	﹤0.01%	1082
2022 Q4	$4.71K	Hold	90	–	–	﹤0.01%	961
2022 Q3	$3K	Hold	90	–	–	﹤0.01%	988
2022 Q2	$3K	Hold	90	–	–	﹤0.01%	915
2022 Q1	$4K	Hold	90	–	–	﹤0.01%	925
2021 Q4	$5K	Hold	90	–	–	﹤0.01%	886
2021 Q3	$4K	Hold	90	–	–	﹤0.01%	876
2021 Q2	$4K	Hold	90	–	–	﹤0.01%	842
2021 Q1	$4K	Hold	90	–	–	﹤0.01%	855
2020 Q4	$4K	Sell	90 -44	-33%	-$1.82K	﹤0.01%	809
2020 Q3	$4K	Hold	134	–	–	﹤0.01%	763
2020 Q2	$3K	Buy	134 +90	+205%	+$2.54K	﹤0.01%	760
2020 Q1	$1K	Buy	+44	New	+$1.4K	﹤0.01%	728

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

Avior Wealth Management's IR Position: Q1 2025 in Review

Avior Wealth Management sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 266 shares — an estimated $24.1K sold.

Avior Wealth Management first reported a position in IR in Q1 2020 and held it in 20 quarters. The position peaked at $36.1K in Q1 2024. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

Avior Wealth Management reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 266 Ingersoll Rand shares in Q1 2025, an estimated $24.1K.
Avior Wealth Management first reported a position in Ingersoll Rand in Q1 2020 and held it in 20 quarters.
Avior Wealth Management's Ingersoll Rand position peaked at $36.1K in Q1 2024.
861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.