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Prospera Financial Services’s Ingersoll Rand IR Stock Holding History

Prospera Financial Services’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
-256
Closed -$11K – 1216
2022
Q2 		$11K Sell
256
-274
-52% -$12.5K ﹤0.01% 1323
2022
Q1 		$27K Buy
+530
New +$28.4K ﹤0.01% 1622
2020
Q4 		– Sell
-1,996
Closed -$71K – 1105
2020
Q3 		$71K Buy
+1,996
New +$66.8K 0.03% 505

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prospera Financial Services's IR Position: Q3 2022 in Review

Prospera Financial Services sold out of Ingersoll Rand (IR) in Q3 2022, closing a stake of 256 shares — an estimated $11K sold.

Prospera Financial Services first reported a position in IR in Q3 2020 and held it in 3 quarters. The position peaked at $71K in Q3 2020. 581 funds tracked by Wall St. Rank hold IR as of Q3 2022.

  • Prospera Financial Services reported no remaining Ingersoll Rand position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 256 Ingersoll Rand shares in Q3 2022, an estimated $11K.
  • Prospera Financial Services first reported a position in Ingersoll Rand in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Ingersoll Rand position peaked at $71K in Q3 2020.
  • 581 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.