CFM Wealth Partners’s Trane Technologies TT Stock Holding History

CFM Wealth Partners’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 Q3	–	Sell	-80	Closed	-$7K	–	426
2020 Q2	$7K	Hold	80	–	–	﹤0.01%	418
2020 Q1	$7K	Buy	+80	New	+$9.71K	﹤0.01%	463

Other funds holding TT

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CFM Wealth Partners's TT Position: Q3 2020 in Review

CFM Wealth Partners sold out of Trane Technologies (TT) in Q3 2020, closing a stake of 80 shares — an estimated $7K sold.

CFM Wealth Partners first reported a position in TT in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q2 2020. 790 funds tracked by Wall St. Rank hold TT as of Q3 2020.

CFM Wealth Partners reported no remaining Trane Technologies position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 80 Trane Technologies shares in Q3 2020, an estimated $7K.
CFM Wealth Partners first reported a position in Trane Technologies in Q1 2020 and held it in 2 quarters.
CFM Wealth Partners's Trane Technologies position peaked at $7K in Q2 2020.
790 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.