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IAG Wealth Partners’s Ingersoll Rand IR Stock Holding History

IAG Wealth Partners’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
2024
Q3 		– Sell
-23
Closed -$2.09K – 510
2024
Q2 		$2.09K Buy
+23
New +$2.11K ﹤0.01% 449
2022
Q4 		– Sell
-3
Closed – – 468
2022
Q3 		$0 Buy
+3
New +$141 ﹤0.01% 459

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

IAG Wealth Partners's IR Position: Q3 2024 in Review

IAG Wealth Partners sold out of Ingersoll Rand (IR) in Q3 2024, closing a stake of 23 shares — an estimated $2.09K sold.

IAG Wealth Partners first reported a position in IR in Q3 2022 and held it in 2 quarters. The position peaked at $2.09K in Q2 2024. 866 funds tracked by Wall St. Rank hold IR as of Q3 2024.

  • IAG Wealth Partners reported no remaining Ingersoll Rand position as of Q3 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 23 Ingersoll Rand shares in Q3 2024, an estimated $2.09K.
  • IAG Wealth Partners first reported a position in Ingersoll Rand in Q3 2022 and held it in 2 quarters.
  • IAG Wealth Partners's Ingersoll Rand position peaked at $2.09K in Q2 2024.
  • 866 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2024.

Based on IAG Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.