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Colonial Trust Advisors’s Ingersoll Rand IR Stock Holding History

Colonial Trust 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
Q2 		– Sell
-6
Closed -$570 – 899
2024
Q1 		$570 Hold
6
– – ﹤0.01% 901
2023
Q4 		$464 Hold
6
– – ﹤0.01% 822
2023
Q3 		$382 Hold
6
– – ﹤0.01% 842
2023
Q2 		$392 Hold
6
– – ﹤0.01% 849
2023
Q1 		$349 Hold
6
– – ﹤0.01% 849
2022
Q4 		$314 Buy
+6
New +$306 ﹤0.01% 852

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Colonial Trust Advisors's IR Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Ingersoll Rand (IR) in Q2 2024, closing a stake of 6 shares — an estimated $570 sold.

Colonial Trust Advisors first reported a position in IR in Q4 2022 and held it in 6 quarters. The position peaked at $570 in Q1 2024. 850 funds tracked by Wall St. Rank hold IR as of Q2 2024.

  • Colonial Trust Advisors reported no remaining Ingersoll Rand position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 6 Ingersoll Rand shares in Q2 2024, an estimated $570.
  • Colonial Trust Advisors first reported a position in Ingersoll Rand in Q4 2022 and held it in 6 quarters.
  • Colonial Trust Advisors's Ingersoll Rand position peaked at $570 in Q1 2024.
  • 850 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.