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Optimum Investment Advisors’s Ingersoll Rand IR Stock Holding History

Optimum Investment Advisors’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
2022
Q4 		– Sell
-39
Closed -$2K – 797
2022
Q3 		$2K Hold
39
– – ﹤0.01% 728
2022
Q2 		$2K Hold
39
– – ﹤0.01% 757
2022
Q1 		$2K Hold
39
– – ﹤0.01% 788
2021
Q4 		$2K Hold
39
– – ﹤0.01% 782
2021
Q3 		$2K Hold
39
– – ﹤0.01% 793
2021
Q2 		$2K Sell
39
-1,587
-98% -$77.9K ﹤0.01% 863
2021
Q1 		$80K Hold
1,626
– – 0.02% 413
2020
Q4 		$74K Hold
1,626
– – 0.02% 412
2020
Q3 		$58K Hold
1,626
– – 0.02% 420
2020
Q2 		$46K Sell
1,626
-352
-18% -$9.94K 0.02% 453
2020
Q1 		$49K Buy
+1,978
New +$62.8K 0.02% 431

Other funds holding IR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Optimum Investment Advisors's IR Position: Q4 2022 in Review

Optimum Investment Advisors sold out of Ingersoll Rand (IR) in Q4 2022, closing a stake of 39 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in IR in Q1 2020 and held it in 11 quarters. The position peaked at $80K in Q1 2021. 658 funds tracked by Wall St. Rank hold IR as of Q4 2022.

  • Optimum Investment Advisors reported no remaining Ingersoll Rand position as of Q4 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 39 Ingersoll Rand shares in Q4 2022, an estimated $2K.
  • Optimum Investment Advisors first reported a position in Ingersoll Rand in Q1 2020 and held it in 11 quarters.
  • Optimum Investment Advisors's Ingersoll Rand position peaked at $80K in Q1 2021.
  • 658 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.