BKM Wealth Management’s Trane Technologies TT Stock Holding History

BKM Wealth Management’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
2024 Q1	–	Sell	-104	Closed	-$25.4K	–	525
2023 Q4	$25.4K	Buy	+104	New	+$22.8K	0.01%	345

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BKM Wealth Management's TT Position: Q1 2024 in Review

BKM Wealth Management sold out of Trane Technologies (TT) in Q1 2024, closing a stake of 104 shares — an estimated $25.4K sold.

BKM Wealth Management first reported a position in TT in Q4 2023 and held it in 1 quarter. The position peaked at $25.4K in Q4 2023. 1,311 funds tracked by Wall St. Rank hold TT as of Q1 2024.

BKM Wealth Management reported no remaining Trane Technologies position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 104 Trane Technologies shares in Q1 2024, an estimated $25.4K.
BKM Wealth Management first reported a position in Trane Technologies in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Trane Technologies position peaked at $25.4K in Q4 2023.
1,311 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.