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Laurel Wealth Advisors (North Carolina)’s Ingersoll Rand IR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2020
Q1 		– Sell
-1,150
Closed -$42K – 538
2019
Q4 		$42K Hold
1,150
– – 0.01% 255
2019
Q3 		$33K Sell
1,150
-1,150
-50% -$35.5K 0.01% 270
2019
Q2 		$80K Hold
2,300
– – 0.03% 196
2019
Q1 		$64K Hold
2,300
– – 0.02% 214
2018
Q4 		$47K Buy
+2,300
New +$56.5K 0.02% 218

Other funds holding IR

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IR Position: Q1 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of Ingersoll Rand (IR) in Q1 2020, closing a stake of 1,150 shares — an estimated $42K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IR in Q4 2018 and held it in 5 quarters. The position peaked at $80K in Q2 2019. 544 funds tracked by Wall St. Rank hold IR as of Q1 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Ingersoll Rand position as of Q1 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,150 Ingersoll Rand shares in Q1 2020, an estimated $42K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Ingersoll Rand in Q4 2018 and held it in 5 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Ingersoll Rand position peaked at $80K in Q2 2019.
  • 544 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2020, filed 30 Apr 2020.