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Orgel Wealth Management’s Trane Technologies TT Stock Holding History

Orgel Wealth Management’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
Q4 		– Sell
-1,419
Closed -$245K – 67
2021
Q3 		$245K Buy
+1,419
New +$273K 0.03% 52

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Orgel Wealth Management's TT Position: Q4 2021 in Review

Orgel Wealth Management sold out of Trane Technologies (TT) in Q4 2021, closing a stake of 1,419 shares — an estimated $245K sold.

Orgel Wealth Management first reported a position in TT in Q3 2021 and held it in 1 quarter. The position peaked at $245K in Q3 2021. 1,013 funds tracked by Wall St. Rank hold TT as of Q4 2021.

  • Orgel Wealth Management reported no remaining Trane Technologies position as of Q4 2021 after selling out during the quarter.
  • Orgel Wealth Management sold 1,419 Trane Technologies shares in Q4 2021, an estimated $245K.
  • Orgel Wealth Management first reported a position in Trane Technologies in Q3 2021 and held it in 1 quarter.
  • Orgel Wealth Management's Trane Technologies position peaked at $245K in Q3 2021.
  • 1,013 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2021.

Based on Orgel Wealth Management's 13F filing for Q4 2021, filed 24 Jan 2022.