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Fortis Capital Advisors’s Trane Technologies TT Stock Holding History

Fortis Capital 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
2023
Q2 		– Sell
-605
Closed -$111K – 579
2023
Q1 		$111K Buy
605
+467
+338% +$84.8K 0.06% 162
2022
Q4 		$23.2K Buy
+138
New +$22.8K 0.01% 387

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fortis Capital Advisors's TT Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Trane Technologies (TT) in Q2 2023, closing a stake of 605 shares — an estimated $111K sold.

Fortis Capital Advisors first reported a position in TT in Q4 2022 and held it in 2 quarters. The position peaked at $111K in Q1 2023. 1,013 funds tracked by Wall St. Rank hold TT as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Trane Technologies position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 605 Trane Technologies shares in Q2 2023, an estimated $111K.
  • Fortis Capital Advisors first reported a position in Trane Technologies in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Trane Technologies position peaked at $111K in Q1 2023.
  • 1,013 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.