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Avondale Wealth Management’s Ingersoll Rand IR Stock Holding History

Avondale 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
2020
Q3 		– Sell
-352
Closed -$10K – 98
2020
Q2 		$10K Hold
352
– – 0.01% 84
2020
Q1 		$9K Buy
+352
New +$11.2K 0.01% 91

Other funds holding IR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Avondale Wealth Management's IR Position: Q3 2020 in Review

Avondale Wealth Management sold out of Ingersoll Rand (IR) in Q3 2020, closing a stake of 352 shares — an estimated $10K sold.

Avondale Wealth Management first reported a position in IR in Q1 2020 and held it in 2 quarters. The position peaked at $10K in Q2 2020. 503 funds tracked by Wall St. Rank hold IR as of Q3 2020.

  • Avondale Wealth Management reported no remaining Ingersoll Rand position as of Q3 2020 after selling out during the quarter.
  • Avondale Wealth Management sold 352 Ingersoll Rand shares in Q3 2020, an estimated $10K.
  • Avondale Wealth Management first reported a position in Ingersoll Rand in Q1 2020 and held it in 2 quarters.
  • Avondale Wealth Management's Ingersoll Rand position peaked at $10K in Q2 2020.
  • 503 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2020.

Based on Avondale Wealth Management's 13F filing for Q3 2020, filed 15 Oct 2020.