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Personal Capital Advisors’s Ingersoll Rand IR Stock Holding History

Personal Capital 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
Q1 		– Sell
-3,625
Closed -$224K – 517
2021
Q4 		$224K Buy
+3,625
New +$206K ﹤0.01% 506

Other funds holding IR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Personal Capital Advisors's IR Position: Q1 2022 in Review

Personal Capital Advisors sold out of Ingersoll Rand (IR) in Q1 2022, closing a stake of 3,625 shares — an estimated $224K sold.

Personal Capital Advisors first reported a position in IR in Q4 2021 and held it in 1 quarter. The position peaked at $224K in Q4 2021. 612 funds tracked by Wall St. Rank hold IR as of Q1 2022.

  • Personal Capital Advisors reported no remaining Ingersoll Rand position as of Q1 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 3,625 Ingersoll Rand shares in Q1 2022, an estimated $224K.
  • Personal Capital Advisors first reported a position in Ingersoll Rand in Q4 2021 and held it in 1 quarter.
  • Personal Capital Advisors's Ingersoll Rand position peaked at $224K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.