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Beacon Pointe Wealth Advisors’s Trane Technologies TT Stock Holding History

Beacon Pointe 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
2019
Q4 		$257K Buy
1,930
+85
+5% +$10.8K 0.05% 233
2019
Q3 		$227K Sell
1,845
-70
-4% -$8.54K 0.05% 235
2019
Q2 		$244K Buy
+1,915
New +$229K 0.05% 237

Other funds holding TT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Pointe Wealth Advisors's TT Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Trane Technologies (TT) stake by 4.6% in Q4 2019, buying an estimated $10.8K and bringing the position to 1,930 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #233.

Beacon Pointe Wealth Advisors first reported a position in TT in Q2 2019 and has held it in 3 quarters since. 914 funds tracked by Wall St. Rank hold TT as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 1,930 shares of Trane Technologies worth $257K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 85 Trane Technologies shares in Q4 2019, an estimated $10.8K.
  • Trane Technologies made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #233 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Trane Technologies in Q2 2019 and has held it in 3 quarters since.
  • 914 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.