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Brass Tax Wealth Management’s Ingersoll Rand IR Stock Holding History

Brass Tax 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
2024
Q3 		– Sell
-5,861
Closed -$532K – 218
2024
Q2 		$532K Buy
+5,861
New +$539K 0.1% 88

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Brass Tax Wealth Management's IR Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of Ingersoll Rand (IR) in Q3 2024, closing a stake of 5,861 shares — an estimated $532K sold.

Brass Tax Wealth Management first reported a position in IR in Q2 2024 and held it in 1 quarter. The position peaked at $532K in Q2 2024. 867 funds tracked by Wall St. Rank hold IR as of Q3 2024.

  • Brass Tax Wealth Management reported no remaining Ingersoll Rand position as of Q3 2024 after selling out during the quarter.
  • Brass Tax Wealth Management sold 5,861 Ingersoll Rand shares in Q3 2024, an estimated $532K.
  • Brass Tax Wealth Management first reported a position in Ingersoll Rand in Q2 2024 and held it in 1 quarter.
  • Brass Tax Wealth Management's Ingersoll Rand position peaked at $532K in Q2 2024.
  • 867 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.