BSW Wealth Partners’s Ingersoll Rand IR Stock Holding History

BSW 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 Q1	–	Sell	-6,436	Closed	-$498K	–	310
2023 Q4	$498K	Buy	6,436 +74	+1%	+$5.06K	0.1%	125
2023 Q3	$405K	Sell	6,362 -1,176	-16%	-$78.2K	0.09%	129
2023 Q2	$493K	Sell	7,538 -38	-0.5%	-$2.25K	0.1%	111
2023 Q1	$441K	Buy	7,576 +254	+3%	+$14.3K	0.09%	156
2022 Q4	$383K	Sell	7,322 -36	-0.5%	-$1.84K	0.08%	172
2022 Q3	$318K	Buy	7,358 +896	+14%	+$42.2K	0.08%	170
2022 Q2	$272K	Buy	6,462 +827	+15%	+$37.6K	0.07%	205
2022 Q1	$284K	Buy	5,635 +559	+11%	+$29.9K	0.07%	212
2021 Q4	$314K	Buy	5,076 +586	+13%	+$33.4K	0.08%	191
2021 Q3	$226K	Buy	+4,490	New	+$229K	0.06%	222

Other funds holding IR

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BSW Wealth Partners's IR Position: Q1 2024 in Review

BSW Wealth Partners sold out of Ingersoll Rand (IR) in Q1 2024, closing a stake of 6,436 shares — an estimated $498K sold.

BSW Wealth Partners first reported a position in IR in Q3 2021 and held it in 10 quarters. The position peaked at $498K in Q4 2023. 848 funds tracked by Wall St. Rank hold IR as of Q1 2024.

BSW Wealth Partners reported no remaining Ingersoll Rand position as of Q1 2024 after selling out during the quarter.
BSW Wealth Partners sold 6,436 Ingersoll Rand shares in Q1 2024, an estimated $498K.
BSW Wealth Partners first reported a position in Ingersoll Rand in Q3 2021 and held it in 10 quarters.
BSW Wealth Partners's Ingersoll Rand position peaked at $498K in Q4 2023.
848 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2024.

Based on BSW Wealth Partners's 13F filing for Q1 2024, filed 23 Apr 2024.