Evolution Wealth Advisors’s Trane Technologies TT Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-226	Closed	-$39K	–	590
2021 Q3	$39K	Buy	226 +68	+43%	+$13.1K	0.01%	241
2021 Q2	$29K	Buy	158 +2	+1%	+$356	0.01%	257
2021 Q1	$26K	Buy	156 +110	+239%	+$17K	0.01%	265
2020 Q4	$7K	Hold	46	–	–	﹤0.01%	405
2020 Q3	$6K	Hold	46	–	–	﹤0.01%	424
2020 Q2	$4K	Buy	+46	New	+$4K	﹤0.01%	407
2020 Q1	–	Sell	-37	Closed	-$5K	–	629
2019 Q4	$5K	Sell	37 -9	-20%	-$1.14K	﹤0.01%	414
2019 Q3	$6K	Hold	46	–	–	﹤0.01%	260
2019 Q2	$6K	Buy	+46	New	+$5.5K	﹤0.01%	250

Other funds holding TT

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Evolution Wealth Advisors sold out of Trane Technologies (TT) in Q4 2021, closing a stake of 226 shares — an estimated $39K sold.

Evolution Wealth Advisors first reported a position in TT in Q2 2019 and held it in 9 quarters. The position peaked at $39K in Q3 2021. 1,013 funds tracked by Wall St. Rank hold TT as of Q4 2021.

Evolution Wealth Advisors reported no remaining Trane Technologies position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 226 Trane Technologies shares in Q4 2021, an estimated $39K.
Evolution Wealth Advisors first reported a position in Trane Technologies in Q2 2019 and held it in 9 quarters.
Evolution Wealth Advisors's Trane Technologies position peaked at $39K in Q3 2021.
1,013 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2021.

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