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Pacific Capital Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Pacific Capital Wealth 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
2024
Q4 		– Sell
-219
Closed -$21.5K – 445
2024
Q3 		$21.5K Hold
219
– – ﹤0.01% 231
2024
Q2 		$19.9K Buy
+219
New +$20.1K ﹤0.01% 240

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pacific Capital Wealth Advisors's IR Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Ingersoll Rand (IR) in Q4 2024, closing a stake of 219 shares — an estimated $21.5K sold.

Pacific Capital Wealth Advisors first reported a position in IR in Q2 2024 and held it in 2 quarters. The position peaked at $21.5K in Q3 2024. 928 funds tracked by Wall St. Rank hold IR as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Ingersoll Rand position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 219 Ingersoll Rand shares in Q4 2024, an estimated $21.5K.
  • Pacific Capital Wealth Advisors first reported a position in Ingersoll Rand in Q2 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Ingersoll Rand position peaked at $21.5K in Q3 2024.
  • 928 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.