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Engrave Wealth Partners’s Ingersoll Rand IR Stock Holding History

Engrave 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
2020
Q3 		– Sell
-174
Closed -$4K – 240
2020
Q2 		$4K Hold
174
– – ﹤0.01% 337
2020
Q1 		$4K Buy
+174
New +$5.53K ﹤0.01% 292

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Engrave Wealth Partners's IR Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Ingersoll Rand (IR) in Q3 2020, closing a stake of 174 shares — an estimated $4K sold.

Engrave Wealth Partners first reported a position in IR in Q1 2020 and held it in 2 quarters. The position peaked at $4K in Q2 2020. 503 funds tracked by Wall St. Rank hold IR as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Ingersoll Rand position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 174 Ingersoll Rand shares in Q3 2020, an estimated $4K.
  • Engrave Wealth Partners first reported a position in Ingersoll Rand in Q1 2020 and held it in 2 quarters.
  • Engrave Wealth Partners's Ingersoll Rand position peaked at $4K in Q2 2020.
  • 503 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.