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Cyndeo Wealth Partners’s Ingersoll Rand IR Stock Holding History

Cyndeo Wealth Partners’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
2025
Q1 		– Sell
-2,381
Closed -$215K – 466
2024
Q4 		$215K Hold
2,381
– – 0.01% 422
2024
Q3 		$234K Sell
2,381
-92
-4% -$8.55K 0.02% 414
2024
Q2 		$225K Sell
2,473
-71
-3% -$6.53K 0.02% 370
2024
Q1 		$242K Sell
2,544
-249
-9% -$21.3K 0.02% 351
2023
Q4 		$216K Buy
+2,793
New +$191K 0.02% 349

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cyndeo Wealth Partners's IR Position: Q1 2025 in Review

Cyndeo Wealth Partners sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 2,381 shares — an estimated $215K sold.

Cyndeo Wealth Partners first reported a position in IR in Q4 2023 and held it in 5 quarters. The position peaked at $242K in Q1 2024. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

  • Cyndeo Wealth Partners reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 2,381 Ingersoll Rand shares in Q1 2025, an estimated $215K.
  • Cyndeo Wealth Partners first reported a position in Ingersoll Rand in Q4 2023 and held it in 5 quarters.
  • Cyndeo Wealth Partners's Ingersoll Rand position peaked at $242K in Q1 2024.
  • 861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.