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Impact Partnership Wealth’s Ingersoll Rand IR Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-9
Closed -$573 – 967
2023
Q3 		$573 Buy
+9
New +$599 ﹤0.01% 929

Other funds holding IR

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BlackRock
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impact Partnership Wealth's IR Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Ingersoll Rand (IR) in Q4 2023, closing a stake of 9 shares — an estimated $573 sold.

Impact Partnership Wealth first reported a position in IR in Q3 2023 and held it in 1 quarter. The position peaked at $573 in Q3 2023. 784 funds tracked by Wall St. Rank hold IR as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Ingersoll Rand position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 9 Ingersoll Rand shares in Q4 2023, an estimated $573.
  • Impact Partnership Wealth first reported a position in Ingersoll Rand in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Ingersoll Rand position peaked at $573 in Q3 2023.
  • 784 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.