FWM
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Frontier Wealth Management’s Trane Technologies TT Stock Holding History

Frontier 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
2022
Q2 		$255K Sell
1,967
-274
-12% -$37.9K 0.02% 324
2022
Q1 		$329K Hold
2,241
– – ﹤0.01% 297
2021
Q4 		$453K Hold
2,241
– – 0.03% 276
2021
Q3 		$387K Buy
2,241
+200
+10% +$38.5K 0.03% 298
2021
Q2 		$376K Buy
+2,041
New +$364K 0.03% 303
2015
Q2 		– Sell
-3,302
Closed -$225K – 380
2015
Q1 		$225K Sell
3,302
-4,927
-60% -$325K 0.04% 268
2014
Q4 		$522K Buy
+8,229
New +$503K 0.1% 138

Other funds holding TT

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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