Heritage Wealth Management (Arizona)’s Trane Technologies TT Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$90.8K	Buy	540 +285	+112%	+$47K	0.01%	424
2022 Q3	$37K	Buy	255 +15	+6%	+$2.24K	0.01%	445
2022 Q2	$31.2K	Sell	240 -150	-38%	-$20.7K	0.01%	485
2022 Q1	$60K	Buy	+390	New	+$63.8K	0.02%	450
2021 Q3	$41K	Hold	240	–	–	0.01%	479
2021 Q2	$44K	Sell	240 -100	-29%	-$17.8K	0.02%	473
2021 Q1	$56K	Buy	+340	New	+$52.6K	0.03%	360

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 $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Trane Technologies (TT) stake by 112% in Q4 2022, buying an estimated $47K and bringing the position to 540 shares worth $90.8K. The position accounts for 0.01% of the portfolio, ranked #424.

Heritage Wealth Management (Arizona) first reported a position in TT in Q1 2021 and has held it in 7 quarters since. 967 funds tracked by Wall St. Rank hold TT as of Q4 2022.

Heritage Wealth Management (Arizona) held 540 shares of Trane Technologies worth $90.8K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 285 Trane Technologies shares in Q4 2022, an estimated $47K.
Trane Technologies made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #424 holding.
Heritage Wealth Management (Arizona) first reported a position in Trane Technologies in Q1 2021 and has held it in 7 quarters since.
967 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.