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Evolution Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-40
Closed -$2K – 385
2021
Q3 		$2K Hold
40
– – ﹤0.01% 645
2021
Q2 		$2K Hold
40
– – ﹤0.01% 618
2021
Q1 		$2K Hold
40
– – ﹤0.01% 629
2020
Q4 		$2K Hold
40
– – ﹤0.01% 557
2020
Q3 		$1K Hold
40
– – ﹤0.01% 583
2020
Q2 		$1K Buy
+40
New +$1.13K ﹤0.01% 522

Other funds holding IR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evolution Wealth Advisors's IR Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Ingersoll Rand (IR) in Q4 2021, closing a stake of 40 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in IR in Q2 2020 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 661 funds tracked by Wall St. Rank hold IR as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Ingersoll Rand position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 40 Ingersoll Rand shares in Q4 2021, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in Ingersoll Rand in Q2 2020 and held it in 6 quarters.
  • Evolution Wealth Advisors's Ingersoll Rand position peaked at $2K in Q3 2021.
  • 661 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.