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Cetera Advisors’s Ingersoll Rand IR Stock Holding History

Cetera Advisors’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 		$742K Buy
7,819
+2,312
+42% +$198K 0.01% 1325
2023
Q4 		$426K Buy
5,507
+213
+4% +$14.6K 0.01% 1220
2023
Q3 		$337K Buy
5,294
+378
+8% +$25.1K 0.01% 1264
2023
Q2 		$321K Buy
4,916
+73
+2% +$4.32K 0.01% 1276
2023
Q1 		$282K Buy
4,843
+429
+10% +$24.2K ﹤0.01% 1319
2022
Q4 		$231K Buy
+4,414
New +$225K ﹤0.01% 1371
2022
Q1 		– Sell
-3,636
Closed -$225K – 1469
2021
Q4 		$225K Buy
+3,636
New +$207K ﹤0.01% 1258

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cetera Advisors's IR Position: Q1 2024 in Review

Cetera Advisors increased its Ingersoll Rand (IR) stake by 42% in Q1 2024, buying an estimated $198K and bringing the position to 7,819 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #1325.

Cetera Advisors first reported a position in IR in Q4 2021 and has held it in 7 quarters since. 848 funds tracked by Wall St. Rank hold IR as of Q1 2024.

  • Cetera Advisors held 7,819 shares of Ingersoll Rand worth $742K as of Q1 2024.
  • Cetera Advisors bought 2,312 Ingersoll Rand shares in Q1 2024, an estimated $198K.
  • Ingersoll Rand made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1325 holding.
  • Cetera Advisors first reported a position in Ingersoll Rand in Q4 2021 and has held it in 7 quarters since.
  • 848 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.