IAG Wealth Partners’s Trane Technologies TT Stock Holding History

IAG Wealth Partners’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	–	Sell	-3	Closed	–	–	483
2022 Q3	$0	Buy	+3	New	+$448	﹤0.01%	475

Other funds holding TT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IAG Wealth Partners's TT Position: Q4 2022 in Review

IAG Wealth Partners sold out of Trane Technologies (TT) in Q4 2022, closing a stake of 3 shares.

IAG Wealth Partners first reported a position in TT in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 967 funds tracked by Wall St. Rank hold TT as of Q4 2022.

IAG Wealth Partners reported no remaining Trane Technologies position as of Q4 2022 after selling out during the quarter.
IAG Wealth Partners sold 3 Trane Technologies shares in Q4 2022.
IAG Wealth Partners first reported a position in Trane Technologies in Q3 2022 and held it in 1 quarter.
IAG Wealth Partners's Trane Technologies position peaked at $0 in Q3 2022.
967 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.