Destiny Wealth Partners’s Ingersoll Rand IR Stock Holding History

Destiny 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
2023 Q1	–	Sell	-240	Closed	-$12.5K	–	398
2022 Q4	$12.5K	Hold	240	–	–	﹤0.01%	451
2022 Q3	$10K	Hold	240	–	–	﹤0.01%	422
2022 Q2	$10K	Hold	240	–	–	﹤0.01%	428
2022 Q1	$12K	Hold	240	–	–	﹤0.01%	416
2021 Q4	$15K	Hold	240	–	–	﹤0.01%	411
2021 Q3	$12K	Buy	+240	New	+$12.2K	﹤0.01%	408
2021 Q2	–	Sell	-240	Closed	-$12K	–	340
2021 Q1	$12K	Hold	240	–	–	﹤0.01%	395
2020 Q4	$11K	Buy	+240	New	+$9.93K	﹤0.01%	401

Other funds holding IR

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Destiny Wealth Partners's IR Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Ingersoll Rand (IR) in Q1 2023, closing a stake of 240 shares — an estimated $12.5K sold.

Destiny Wealth Partners first reported a position in IR in Q4 2020 and held it in 8 quarters. The position peaked at $15K in Q4 2021. 682 funds tracked by Wall St. Rank hold IR as of Q1 2023.

Destiny Wealth Partners reported no remaining Ingersoll Rand position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 240 Ingersoll Rand shares in Q1 2023, an estimated $12.5K.
Destiny Wealth Partners first reported a position in Ingersoll Rand in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's Ingersoll Rand position peaked at $15K in Q4 2021.
682 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.