DWA
TT icon

Delos Wealth Advisors’s Trane Technologies TT Stock Holding History

Delos Wealth 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
2024
Q3 		– Sell
-5
Closed -$1.65K – 348
2024
Q2 		$1.65K Hold
5
– – ﹤0.01% 227
2024
Q1 		$1.5K Buy
5
+2
+67% +$543 ﹤0.01% 237
2023
Q4 		$732 Hold
3
– – ﹤0.01% 217
2023
Q3 		$616 Hold
3
– – ﹤0.01% 267
2023
Q2 		$574 Hold
3
– – ﹤0.01% 280
2023
Q1 		$552 Sell
3
-81
-96% -$14.7K ﹤0.01% 291
2022
Q4 		$14.1K Hold
84
– – 0.02% 122
2022
Q3 		$12K Buy
84
+3
+4% +$448 0.01% 128
2022
Q2 		$11K Sell
81
-105
-56% -$14.5K 0.01% 136
2022
Q1 		$28K Hold
186
– – 0.03% 96
2021
Q4 		$38K Buy
186
+105
+130% +$19.8K 0.04% 92
2021
Q3 		$14K Hold
81
– – 0.02% 84
2021
Q2 		$15K Buy
+81
New +$14.4K 0.02% 83

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Delos Wealth Advisors's TT Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Trane Technologies (TT) in Q3 2024, closing a stake of 5 shares — an estimated $1.65K sold.

Delos Wealth Advisors first reported a position in TT in Q2 2021 and held it in 13 quarters. The position peaked at $38K in Q4 2021. 1,477 funds tracked by Wall St. Rank hold TT as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Trane Technologies position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 5 Trane Technologies shares in Q3 2024, an estimated $1.65K.
  • Delos Wealth Advisors first reported a position in Trane Technologies in Q2 2021 and held it in 13 quarters.
  • Delos Wealth Advisors's Trane Technologies position peaked at $38K in Q4 2021.
  • 1,477 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.