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Meridian Wealth Partners’s Trane Technologies TT Stock Holding History

Meridian Wealth Partners’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
-39
Closed -$6K – 1172
2021
Q1 		$6K Buy
+39
New +$6.04K ﹤0.01% 638

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State Street
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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

Meridian Wealth Partners's TT Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Trane Technologies (TT) in Q2 2021, closing a stake of 39 shares — an estimated $6K sold.

Meridian Wealth Partners first reported a position in TT in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 962 funds tracked by Wall St. Rank hold TT as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Trane Technologies position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 39 Trane Technologies shares in Q2 2021, an estimated $6K.
  • Meridian Wealth Partners first reported a position in Trane Technologies in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Trane Technologies position peaked at $6K in Q1 2021.
  • 962 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2021.

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