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Burt Wealth Advisors’s Trane Technologies TT Stock Holding History

Burt 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
2020
Q4 		– Sell
-70
Closed -$8K – 422
2020
Q3 		$8K Hold
70
– – ﹤0.01% 294
2020
Q2 		$6K Hold
70
– – ﹤0.01% 293
2020
Q1 		$6K Buy
+70
New +$8.5K ﹤0.01% 305

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Burt Wealth Advisors's TT Position: Q4 2020 in Review

Burt Wealth Advisors sold out of Trane Technologies (TT) in Q4 2020, closing a stake of 70 shares — an estimated $8K sold.

Burt Wealth Advisors first reported a position in TT in Q1 2020 and held it in 3 quarters. The position peaked at $8K in Q3 2020. 897 funds tracked by Wall St. Rank hold TT as of Q4 2020.

  • Burt Wealth Advisors reported no remaining Trane Technologies position as of Q4 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 70 Trane Technologies shares in Q4 2020, an estimated $8K.
  • Burt Wealth Advisors first reported a position in Trane Technologies in Q1 2020 and held it in 3 quarters.
  • Burt Wealth Advisors's Trane Technologies position peaked at $8K in Q3 2020.
  • 897 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.