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Curi Wealth Management’s Ingersoll Rand IR Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-5
Closed – – 435
2022
Q2 		$0 Hold
5
– – ﹤0.01% 678
2022
Q1 		$0 Hold
5
– – ﹤0.01% 580
2021
Q4 		$0 Buy
+5
New +$285 ﹤0.01% 542
2021
Q1 		– Sell
-5
Closed – – 281
2020
Q4 		$0 Buy
+5
New +$207 ﹤0.01% 451

Other funds holding IR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Curi Wealth Management's IR Position: Q3 2022 in Review

Curi Wealth Management sold out of Ingersoll Rand (IR) in Q3 2022, closing a stake of 5 shares.

Curi Wealth Management first reported a position in IR in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 581 funds tracked by Wall St. Rank hold IR as of Q3 2022.

  • Curi Wealth Management reported no remaining Ingersoll Rand position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 5 Ingersoll Rand shares in Q3 2022.
  • Curi Wealth Management first reported a position in Ingersoll Rand in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Ingersoll Rand position peaked at $0 in Q2 2022.
  • 581 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.