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One Wealth Advisors’s Trane Technologies TT Stock Holding History

One Wealth Advisors’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
2020
Q1 		– Sell
-3,018
Closed -$401K – 137
2019
Q4 		$401K Sell
3,018
-222
-7% -$28.1K 0.3% 47
2019
Q3 		$399K Sell
3,240
-507
-14% -$61.9K 0.35% 40
2019
Q2 		$475K Sell
3,747
-118
-3% -$14.1K 0.39% 39
2019
Q1 		$417K Buy
3,865
+1,056
+38% +$107K 0.34% 42
2018
Q4 		$256K Buy
+2,809
New +$276K 0.26% 67

Other funds holding TT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

One Wealth Advisors's TT Position: Q1 2020 in Review

One Wealth Advisors sold out of Trane Technologies (TT) in Q1 2020, closing a stake of 3,018 shares — an estimated $401K sold.

One Wealth Advisors first reported a position in TT in Q4 2018 and held it in 5 quarters. The position peaked at $475K in Q2 2019. 763 funds tracked by Wall St. Rank hold TT as of Q1 2020.

  • One Wealth Advisors reported no remaining Trane Technologies position as of Q1 2020 after selling out during the quarter.
  • One Wealth Advisors sold 3,018 Trane Technologies shares in Q1 2020, an estimated $401K.
  • One Wealth Advisors first reported a position in Trane Technologies in Q4 2018 and held it in 5 quarters.
  • One Wealth Advisors's Trane Technologies position peaked at $475K in Q2 2019.
  • 763 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2020.

Based on One Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.