Patriot Financial Group Insurance Agency’s Ingersoll Rand IR Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-156	Closed	-$7K	–	1152
2022 Q2	$7K	Hold	156	–	–	﹤0.01%	1373
2022 Q1	$8K	Hold	156	–	–	﹤0.01%	1445
2021 Q4	$10K	Hold	156	–	–	﹤0.01%	1487
2021 Q3	$8K	Hold	156	–	–	﹤0.01%	1554
2021 Q2	$8K	Hold	156	–	–	﹤0.01%	1511
2021 Q1	$8K	Buy	156 +98	+169%	+$4.53K	﹤0.01%	1426
2020 Q4	$3K	Hold	58	–	–	﹤0.01%	1564
2020 Q3	$2K	Hold	58	–	–	﹤0.01%	1456
2020 Q2	$2K	Sell	58 -355	-86%	-$10K	﹤0.01%	1396
2020 Q1	$10K	Buy	+413	New	+$13.1K	﹤0.01%	861

Other funds holding IR

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Ingersoll Rand (IR) in Q3 2022, closing a stake of 156 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in IR in Q1 2020 and held it in 10 quarters. The position peaked at $10K in Q4 2021. 582 funds tracked by Wall St. Rank hold IR as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Ingersoll Rand position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 156 Ingersoll Rand shares in Q3 2022, an estimated $7K.
Patriot Financial Group Insurance Agency first reported a position in Ingersoll Rand in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Ingersoll Rand position peaked at $10K in Q4 2021.
582 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.