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Evoke Wealth’s Ingersoll Rand IR Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-168
Closed -$7K – 747
2022
Q3 		$7K Buy
168
+35
+26% +$1.65K ﹤0.01% 821
2022
Q2 		$6K Sell
133
-8
-6% -$364 ﹤0.01% 851
2022
Q1 		$7K Buy
141
+116
+464% +$6.21K ﹤0.01% 835
2021
Q4 		$2K Hold
25
– – ﹤0.01% 1049
2021
Q3 		$1K Sell
25
-12
-32% -$611 ﹤0.01% 1083
2021
Q2 		$2K Sell
37
-27
-42% -$1.32K ﹤0.01% 1051
2021
Q1 		$3K Buy
64
+39
+156% +$1.8K ﹤0.01% 955
2020
Q4 		$1K Hold
25
– – ﹤0.01% 970
2020
Q3 		$1K Hold
25
– – ﹤0.01% 940
2020
Q2 		$1K Sell
25
-3
-11% -$85 ﹤0.01% 981
2020
Q1 		$694 Buy
+28
New +$889 ﹤0.01% 984

Other funds holding IR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Evoke Wealth's IR Position: Q4 2022 in Review

Evoke Wealth sold out of Ingersoll Rand (IR) in Q4 2022, closing a stake of 168 shares — an estimated $7K sold.

Evoke Wealth first reported a position in IR in Q1 2020 and held it in 11 quarters. The position peaked at $7K in Q3 2022. 658 funds tracked by Wall St. Rank hold IR as of Q4 2022.

  • Evoke Wealth reported no remaining Ingersoll Rand position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 168 Ingersoll Rand shares in Q4 2022, an estimated $7K.
  • Evoke Wealth first reported a position in Ingersoll Rand in Q1 2020 and held it in 11 quarters.
  • Evoke Wealth's Ingersoll Rand position peaked at $7K in Q3 2022.
  • 658 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.