IWP
TT icon

Icon Wealth Partners’s Trane Technologies TT Stock Holding History

Icon 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
2019
Q2 		– Sell
-166
Closed -$18K – 719
2019
Q1 		$18K Buy
+166
New +$16.8K 0.01% 586
2018
Q3 		– Sell
-251
Closed -$23K – 693
2018
Q2 		$23K Buy
+251
New +$22K 0.01% 559
2018
Q1 		– Sell
-251
Closed -$22K – 691
2017
Q4 		$22K Buy
+251
New +$22.1K 0.01% 596

Other funds holding TT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Icon Wealth Partners's TT Position: Q2 2019 in Review

Icon Wealth Partners sold out of Trane Technologies (TT) in Q2 2019, closing a stake of 166 shares — an estimated $18K sold.

Icon Wealth Partners first reported a position in TT in Q4 2017 and held it in 3 quarters. The position peaked at $23K in Q2 2018. 842 funds tracked by Wall St. Rank hold TT as of Q2 2019.

  • Icon Wealth Partners reported no remaining Trane Technologies position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 166 Trane Technologies shares in Q2 2019, an estimated $18K.
  • Icon Wealth Partners first reported a position in Trane Technologies in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Trane Technologies position peaked at $23K in Q2 2018.
  • 842 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.