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National Wealth Management Group’s Trane Technologies TT Stock Holding History

National Wealth Management Group’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
Q3 		– Sell
-996
Closed -$205K – 153
2023
Q2 		$205K Buy
+996
New +$177K 0.21% 122
2022
Q4 		– Sell
-2,403
Closed -$348K – 162
2022
Q3 		$348K Buy
+2,403
New +$359K 0.45% 67

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

National Wealth Management Group's TT Position: Q3 2023 in Review

National Wealth Management Group sold out of Trane Technologies (TT) in Q3 2023, closing a stake of 996 shares — an estimated $205K sold.

National Wealth Management Group first reported a position in TT in Q3 2022 and held it in 2 quarters. The position peaked at $348K in Q3 2022. 1,052 funds tracked by Wall St. Rank hold TT as of Q3 2023.

  • National Wealth Management Group reported no remaining Trane Technologies position as of Q3 2023 after selling out during the quarter.
  • National Wealth Management Group sold 996 Trane Technologies shares in Q3 2023, an estimated $205K.
  • National Wealth Management Group first reported a position in Trane Technologies in Q3 2022 and held it in 2 quarters.
  • National Wealth Management Group's Trane Technologies position peaked at $348K in Q3 2022.
  • 1,052 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2023.

Based on National Wealth Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.