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Regent Peak Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-47
Closed -$2K – 551
2020
Q4 		$2K Buy
+47
New +$1.95K ﹤0.01% 823

Other funds holding IR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Regent Peak Wealth Advisors's IR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Ingersoll Rand (IR) in Q1 2021, closing a stake of 47 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in IR in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 586 funds tracked by Wall St. Rank hold IR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Ingersoll Rand position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 47 Ingersoll Rand shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Ingersoll Rand in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Ingersoll Rand position peaked at $2K in Q4 2020.
  • 586 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.