CWP
TT icon

Capital Wealth Planning’s Trane Technologies TT Stock Holding History

Capital Wealth Planning’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
2021
Q3 		– Sell
-2,000
Closed -$368K – 146
2021
Q2 		$368K Hold
2,000
– – 0.01% 86
2021
Q1 		$331K Hold
2,000
– – 0.01% 89
2020
Q4 		$305K Hold
2,000
– – 0.01% 86
2020
Q3 		$243K Buy
+2,000
New +$225K 0.01% 88
2020
Q2 		– Sell
-2,653
Closed -$219K – 204
2020
Q1 		$219K Buy
2,653
+493
+23% +$59.9K 0.01% 203
2019
Q4 		$287K Hold
2,160
– – 0.02% 154
2019
Q3 		$259K Buy
2,160
+160
+8% +$19.5K 0.02% 208
2019
Q2 		$253K Hold
2,000
– – 0.02% 205
2019
Q1 		$216K Buy
+2,000
New +$203K 0.14% 59
2018
Q4 		– Sell
-2,000
Closed -$205K – 101
2018
Q3 		$205K Buy
+2,000
New +$196K 0.14% 61

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return