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Engrave Wealth Partners’s Trane Technologies TT Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-199
Closed -$17K – 393
2020
Q2 		$17K Hold
199
– – 0.02% 198
2020
Q1 		$16K Hold
199
– – 0.02% 167
2019
Q4 		$26K Buy
+199
New +$25.2K 0.03% 185

Other funds holding TT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Engrave Wealth Partners sold out of Trane Technologies (TT) in Q3 2020, closing a stake of 199 shares — an estimated $17K sold.

Engrave Wealth Partners first reported a position in TT in Q4 2019 and held it in 3 quarters. The position peaked at $26K in Q4 2019. 790 funds tracked by Wall St. Rank hold TT as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Trane Technologies position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 199 Trane Technologies shares in Q3 2020, an estimated $17K.
  • Engrave Wealth Partners first reported a position in Trane Technologies in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Trane Technologies position peaked at $26K in Q4 2019.
  • 790 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2020.

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