BDO Wealth Advisors’s Trane Technologies TT Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$50.5K	Buy	264 +35	+15%	+$6.21K	0.01%	433
2023 Q1	$42.1K	Hold	229	–	–	0.01%	450
2022 Q4	$38.5K	Buy	229 +197	+616%	+$32.5K	﹤0.01%	456
2022 Q3	$5K	Hold	32	–	–	﹤0.01%	824
2022 Q2	$4K	Hold	32	–	–	﹤0.01%	827
2022 Q1	$5K	Hold	32	–	–	﹤0.01%	833
2021 Q4	$6K	Buy	32 +8	+33%	+$1.5K	﹤0.01%	812
2021 Q3	$4K	Hold	24	–	–	﹤0.01%	886
2021 Q2	$4K	Hold	24	–	–	﹤0.01%	917
2021 Q1	$4K	Sell	24 -20,117	-100%	-$3.11M	﹤0.01%	899
2020 Q4	$2.92M	Buy	20,141 +117	+0.6%	+$16.2K	0.41%	41
2020 Q3	$2.43M	Buy	20,024 +24	+0.1%	+$2.69K	0.4%	49
2020 Q2	$1.78M	Sell	20,000 -2,000	-9%	-$174K	0.31%	65
2020 Q1	$1.82M	Buy	+22,000	New	+$2.67M	0.37%	51
2017 Q3	–	Sell	-210	Closed	-$19K	–	538
2017 Q2	$19K	Buy	+210	New	+$18.4K	0.01%	311

Other funds holding TT

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BDO Wealth Advisors's TT Position: Q2 2023 in Review

BDO Wealth Advisors increased its Trane Technologies (TT) stake by 15% in Q2 2023, buying an estimated $6.21K and bringing the position to 264 shares worth $50.5K. The position accounts for 0.01% of the portfolio, ranked #433.

BDO Wealth Advisors first reported a position in TT in Q2 2017 and has held it in 15 quarters since. The position peaked at $2.92M in Q4 2020. 1,013 funds tracked by Wall St. Rank hold TT as of Q2 2023.

BDO Wealth Advisors held 264 shares of Trane Technologies worth $50.5K as of Q2 2023.
BDO Wealth Advisors bought 35 Trane Technologies shares in Q2 2023, an estimated $6.21K.
Trane Technologies made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #433 holding.
BDO Wealth Advisors first reported a position in Trane Technologies in Q2 2017 and has held it in 15 quarters since.
BDO Wealth Advisors's Trane Technologies position peaked at $2.92M in Q4 2020.
1,013 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.