Dougherty Wealth Advisers’s Trane Technologies TT Stock Holding History

Dougherty Wealth Advisers’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
2022 Q2	–	Sell	-657	Closed	-$100K	–	131
2022 Q1	$100K	Hold	657	–	–	0.15%	69
2021 Q4	$133K	Hold	657	–	–	0.19%	58
2021 Q3	$113K	Hold	657	–	–	0.17%	67
2021 Q2	$121K	Hold	657	–	–	0.18%	64
2021 Q1	$109K	Hold	657	–	–	0.16%	64
2020 Q4	$95K	Hold	657	–	–	0.15%	68
2020 Q3	$80K	Hold	657	–	–	0.28%	68
2020 Q2	$58K	Hold	657	–	–	0.21%	88
2020 Q1	$54K	Hold	657	–	–	0.22%	86
2019 Q4	$87K	Hold	657	–	–	0.27%	73
2019 Q3	$81K	Hold	657	–	–	0.27%	74
2019 Q2	$83K	Hold	657	–	–	0.23%	83
2019 Q1	$71K	Hold	657	–	–	0.24%	76
2018 Q4	$67K	Buy	+657	New	+$64.6K	0.22%	83

Other funds holding TT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dougherty Wealth Advisers's TT Position: Q2 2022 in Review

Dougherty Wealth Advisers sold out of Trane Technologies (TT) in Q2 2022, closing a stake of 657 shares — an estimated $100K sold.

Dougherty Wealth Advisers first reported a position in TT in Q4 2018 and held it in 14 quarters. The position peaked at $133K in Q4 2021. 903 funds tracked by Wall St. Rank hold TT as of Q2 2022.

Dougherty Wealth Advisers reported no remaining Trane Technologies position as of Q2 2022 after selling out during the quarter.
Dougherty Wealth Advisers sold 657 Trane Technologies shares in Q2 2022, an estimated $100K.
Dougherty Wealth Advisers first reported a position in Trane Technologies in Q4 2018 and held it in 14 quarters.
Dougherty Wealth Advisers's Trane Technologies position peaked at $133K in Q4 2021.
903 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2022.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2022, filed 19 Jul 2022.