Baldwin Wealth Partners’s Ingersoll Rand IR Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-241	Closed	-$23.7K	–	628
2024 Q3	$23.7K	Buy	+241	New	+$22.4K	﹤0.01%	676
2023 Q2	–	Sell	-22	Closed	-$1.28K	–	776
2023 Q1	$1.28K	Hold	22	–	–	﹤0.01%	744
2022 Q4	$1.15K	Sell	22 -97	-82%	-$4.95K	﹤0.01%	736
2022 Q3	$5K	Sell	119 -31	-21%	-$1.46K	﹤0.01%	562
2022 Q2	$6K	Hold	150	–	–	﹤0.01%	578
2022 Q1	$8K	Hold	150	–	–	﹤0.01%	559
2021 Q4	$9K	Hold	150	–	–	﹤0.01%	517
2021 Q3	$8K	Hold	150	–	–	﹤0.01%	538
2021 Q2	$7K	Hold	150	–	–	﹤0.01%	558
2021 Q1	$7K	Hold	150	–	–	﹤0.01%	537
2020 Q4	$7K	Hold	150	–	–	﹤0.01%	482
2020 Q3	$5K	Sell	150 -23	-13%	-$770	﹤0.01%	470
2020 Q2	$5K	Sell	173 -650	-79%	-$18.4K	﹤0.01%	472
2020 Q1	$20K	Buy	+823	New	+$26.1K	﹤0.01%	375

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

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

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

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

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

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

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

Baldwin Wealth Partners's IR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Ingersoll Rand (IR) in Q4 2024, closing a stake of 241 shares — an estimated $23.7K sold.

Baldwin Wealth Partners first reported a position in IR in Q1 2020 and held it in 14 quarters. The position peaked at $23.7K in Q3 2024. 928 funds tracked by Wall St. Rank hold IR as of Q4 2024.

Baldwin Wealth Partners reported no remaining Ingersoll Rand position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 241 Ingersoll Rand shares in Q4 2024, an estimated $23.7K.
Baldwin Wealth Partners first reported a position in Ingersoll Rand in Q1 2020 and held it in 14 quarters.
Baldwin Wealth Partners's Ingersoll Rand position peaked at $23.7K in Q3 2024.
928 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.