Capital Asset Advisory Services’s Ingersoll Rand IR Stock Holding History

Capital Asset Advisory Services’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
2021 Q1	–	Sell	-738	Closed	-$34K	–	1073
2020 Q4	$34K	Buy	+738	New	+$30.5K	0.01%	706

Other funds holding IR

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KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital Asset Advisory Services's IR Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Ingersoll Rand (IR) in Q1 2021, closing a stake of 738 shares — an estimated $34K sold.

Capital Asset Advisory Services first reported a position in IR in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 586 funds tracked by Wall St. Rank hold IR as of Q1 2021.

Capital Asset Advisory Services reported no remaining Ingersoll Rand position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 738 Ingersoll Rand shares in Q1 2021, an estimated $34K.
Capital Asset Advisory Services first reported a position in Ingersoll Rand in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's Ingersoll Rand position peaked at $34K in Q4 2020.
586 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.