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High Net Worth Advisory Group’s Ingersoll Rand IR Stock Holding History

High Net Worth Advisory Group’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-882
Closed -$46.1K – 377
2022
Q4 		$46.1K Sell
882
-1,632
-65% -$83.3K 0.02% 342
2022
Q3 		$109K Hold
2,514
– – 0.05% 231
2022
Q2 		$106K Buy
2,514
+1,632
+185% +$74.3K 0.04% 232
2022
Q1 		$44K Hold
882
– – 0.02% 357
2021
Q4 		$55K Buy
+882
New +$50.2K 0.02% 338

Other funds holding IR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

High Net Worth Advisory Group's IR Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Ingersoll Rand (IR) in Q1 2023, closing a stake of 882 shares — an estimated $46.1K sold.

High Net Worth Advisory Group first reported a position in IR in Q4 2021 and held it in 5 quarters. The position peaked at $109K in Q3 2022. 682 funds tracked by Wall St. Rank hold IR as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Ingersoll Rand position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 882 Ingersoll Rand shares in Q1 2023, an estimated $46.1K.
  • High Net Worth Advisory Group first reported a position in Ingersoll Rand in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Ingersoll Rand position peaked at $109K in Q3 2022.
  • 682 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.