Concord Wealth Partners’s Trane Technologies TT Stock Holding History

Concord 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
2021 Q2	–	Sell	-3	Closed	–	–	1100
2021 Q1	$0	Buy	+3	New	+$464	﹤0.01%	1060

Other funds holding TT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Concord Wealth Partners's TT Position: Q2 2021 in Review

Concord Wealth Partners sold out of Trane Technologies (TT) in Q2 2021, closing a stake of 3 shares.

Concord Wealth Partners first reported a position in TT in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 963 funds tracked by Wall St. Rank hold TT as of Q2 2021.

Concord Wealth Partners reported no remaining Trane Technologies position as of Q2 2021 after selling out during the quarter.
Concord Wealth Partners sold 3 Trane Technologies shares in Q2 2021.
Concord Wealth Partners first reported a position in Trane Technologies in Q1 2021 and held it in 1 quarter.
Concord Wealth Partners's Trane Technologies position peaked at $0 in Q1 2021.
963 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2021.

Based on Concord Wealth Partners's 13F filing for Q2 2021, filed 29 Jul 2021.