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Insight Wealth Strategies’s Trane Technologies TT Stock Holding History

Insight Wealth Strategies’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
2021
Q2 		– Sell
-1,469
Closed -$243K – 234
2021
Q1 		$243K Sell
1,469
-1
-0.1% -$155 0.03% 200
2020
Q4 		$213K Buy
+1,470
New +$203K 0.04% 211

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Insight Wealth Strategies's TT Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Trane Technologies (TT) in Q2 2021, closing a stake of 1,469 shares — an estimated $243K sold.

Insight Wealth Strategies first reported a position in TT in Q4 2020 and held it in 2 quarters. The position peaked at $243K in Q1 2021. 962 funds tracked by Wall St. Rank hold TT as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Trane Technologies position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 1,469 Trane Technologies shares in Q2 2021, an estimated $243K.
  • Insight Wealth Strategies first reported a position in Trane Technologies in Q4 2020 and held it in 2 quarters.
  • Insight Wealth Strategies's Trane Technologies position peaked at $243K in Q1 2021.
  • 962 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.