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Laurel Wealth Advisors (California)’s Trane Technologies TT Stock Holding History

Laurel Wealth Advisors (California)’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
Q1 		– Sell
-2,015
Closed -$407K – 805
2021
Q4 		$407K Buy
+2,015
New +$379K 0.03% 525

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State Street
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Laurel Wealth Advisors (California)'s TT Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Trane Technologies (TT) in Q1 2022, closing a stake of 2,015 shares — an estimated $407K sold.

Laurel Wealth Advisors (California) first reported a position in TT in Q4 2021 and held it in 1 quarter. The position peaked at $407K in Q4 2021. 934 funds tracked by Wall St. Rank hold TT as of Q1 2022.

  • Laurel Wealth Advisors (California) reported no remaining Trane Technologies position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 2,015 Trane Technologies shares in Q1 2022, an estimated $407K.
  • Laurel Wealth Advisors (California) first reported a position in Trane Technologies in Q4 2021 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Trane Technologies position peaked at $407K in Q4 2021.
  • 934 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.