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Liberty Wealth Management’s Ingersoll Rand IR Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-568
Closed -$29K – 626
2021
Q3 		$29K Hold
568
– – 0.01% 549
2021
Q2 		$28K Sell
568
-75
-12% -$3.68K 0.01% 435
2021
Q1 		$27K Hold
643
– – 0.01% 407
2020
Q4 		$27K Hold
643
– – 0.01% 404
2020
Q3 		$23K Buy
+643
New +$21.5K 0.01% 375

Other funds holding IR

T. Rowe Price Associates
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Liberty Wealth Management's IR Position: Q4 2021 in Review

Liberty Wealth Management sold out of Ingersoll Rand (IR) in Q4 2021, closing a stake of 568 shares — an estimated $29K sold.

Liberty Wealth Management first reported a position in IR in Q3 2020 and held it in 5 quarters. The position peaked at $29K in Q3 2021. 661 funds tracked by Wall St. Rank hold IR as of Q4 2021.

  • Liberty Wealth Management reported no remaining Ingersoll Rand position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 568 Ingersoll Rand shares in Q4 2021, an estimated $29K.
  • Liberty Wealth Management first reported a position in Ingersoll Rand in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Ingersoll Rand position peaked at $29K in Q3 2021.
  • 661 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.