CWS Financial Advisors’s Trane Technologies TT Stock Holding History

CWS Financial Advisors’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
2023 Q4	–	Sell	-345	Closed	-$70K	–	175
2023 Q3	$70K	Buy	+345	New	+$69.1K	0.03%	157

Other funds holding TT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CWS Financial Advisors's TT Position: Q4 2023 in Review

CWS Financial Advisors sold out of Trane Technologies (TT) in Q4 2023, closing a stake of 345 shares — an estimated $70K sold.

CWS Financial Advisors first reported a position in TT in Q3 2023 and held it in 1 quarter. The position peaked at $70K in Q3 2023. 1,189 funds tracked by Wall St. Rank hold TT as of Q4 2023.

CWS Financial Advisors reported no remaining Trane Technologies position as of Q4 2023 after selling out during the quarter.
CWS Financial Advisors sold 345 Trane Technologies shares in Q4 2023, an estimated $70K.
CWS Financial Advisors first reported a position in Trane Technologies in Q3 2023 and held it in 1 quarter.
CWS Financial Advisors's Trane Technologies position peaked at $70K in Q3 2023.
1,189 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2023.

Based on CWS Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.