Legacy Financial Group (Iowa)
TT icon

Legacy Financial Group (Iowa)’s Trane Technologies TT Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-75
Closed -$15.2K – 474
2023
Q3 		$15.2K Buy
+75
New +$15K ﹤0.01% 301

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Legacy Financial Group (Iowa)'s TT Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Trane Technologies (TT) in Q4 2023, closing a stake of 75 shares — an estimated $15.2K sold.

Legacy Financial Group (Iowa) first reported a position in TT in Q3 2023 and held it in 1 quarter. The position peaked at $15.2K in Q3 2023. 1,189 funds tracked by Wall St. Rank hold TT as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Trane Technologies position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 75 Trane Technologies shares in Q4 2023, an estimated $15.2K.
  • Legacy Financial Group (Iowa) first reported a position in Trane Technologies in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Trane Technologies position peaked at $15.2K in Q3 2023.
  • 1,189 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.