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Fairhaven Wealth Management’s Trane Technologies TT Stock Holding History

Fairhaven Wealth Management’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
2024
Q2 		– Sell
-693
Closed -$208K – 127
2024
Q1 		$208K Buy
+693
New +$188K 0.07% 113

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fairhaven Wealth Management's TT Position: Q2 2024 in Review

Fairhaven Wealth Management sold out of Trane Technologies (TT) in Q2 2024, closing a stake of 693 shares — an estimated $208K sold.

Fairhaven Wealth Management first reported a position in TT in Q1 2024 and held it in 1 quarter. The position peaked at $208K in Q1 2024. 1,395 funds tracked by Wall St. Rank hold TT as of Q2 2024.

  • Fairhaven Wealth Management reported no remaining Trane Technologies position as of Q2 2024 after selling out during the quarter.
  • Fairhaven Wealth Management sold 693 Trane Technologies shares in Q2 2024, an estimated $208K.
  • Fairhaven Wealth Management first reported a position in Trane Technologies in Q1 2024 and held it in 1 quarter.
  • Fairhaven Wealth Management's Trane Technologies position peaked at $208K in Q1 2024.
  • 1,395 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2024.

Based on Fairhaven Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.