QPWM
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Quadrant Private Wealth Management’s Ingersoll Rand IR Stock Holding History

Quadrant Private Wealth Management’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
2023
Q4 		– Sell
-3,935
Closed -$251K – 248
2023
Q3 		$251K Sell
3,935
-506
-11% -$33.7K 0.08% 182
2023
Q2 		$290K Hold
4,441
– – 0.08% 190
2023
Q1 		$258K Sell
4,441
-5
-0.1% -$282 0.08% 199
2022
Q4 		$232K Buy
+4,446
New +$227K 0.08% 207

Other funds holding IR

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quadrant Private Wealth Management's IR Position: Q4 2023 in Review

Quadrant Private Wealth Management sold out of Ingersoll Rand (IR) in Q4 2023, closing a stake of 3,935 shares — an estimated $251K sold.

Quadrant Private Wealth Management first reported a position in IR in Q4 2022 and held it in 4 quarters. The position peaked at $290K in Q2 2023. 784 funds tracked by Wall St. Rank hold IR as of Q4 2023.

  • Quadrant Private Wealth Management reported no remaining Ingersoll Rand position as of Q4 2023 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 3,935 Ingersoll Rand shares in Q4 2023, an estimated $251K.
  • Quadrant Private Wealth Management first reported a position in Ingersoll Rand in Q4 2022 and held it in 4 quarters.
  • Quadrant Private Wealth Management's Ingersoll Rand position peaked at $290K in Q2 2023.
  • 784 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2023.

Based on Quadrant Private Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.