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Cypress Wealth Services’s Trane Technologies TT Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-11,602
Closed -$1.41M – 489
2020
Q3 		$1.41M Buy
+11,602
New +$1.3M 0.36% 58

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cypress Wealth Services's TT Position: Q3 2021 in Review

Cypress Wealth Services sold out of Trane Technologies (TT) in Q3 2021, closing a stake of 11,323 shares — an estimated $2.08M sold.

Cypress Wealth Services first reported a position in TT in Q2 2018 and held it in 12 quarters. The position peaked at $2.08M in Q2 2021. 963 funds tracked by Wall St. Rank hold TT as of Q3 2021.

  • Cypress Wealth Services reported no remaining Trane Technologies position as of Q3 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 11,323 Trane Technologies shares in Q3 2021, an estimated $2.08M.
  • Cypress Wealth Services first reported a position in Trane Technologies in Q2 2018 and held it in 12 quarters.
  • Cypress Wealth Services's Trane Technologies position peaked at $2.08M in Q2 2021.
  • 963 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.