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Regent Peak Wealth Advisors’s Trane Technologies TT Stock Holding History

Regent Peak Wealth Advisors’s Portfolio TT Stock Details TT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-73
Closed -$11K – 913
2020
Q4 		$11K Buy
+73
New +$10.1K ﹤0.01% 554

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Trane Technologies (TT) in Q1 2021, closing a stake of 73 shares — an estimated $11K sold.

Regent Peak Wealth Advisors first reported a position in TT in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 923 funds tracked by Wall St. Rank hold TT as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Trane Technologies position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 73 Trane Technologies shares in Q1 2021, an estimated $11K.
  • Regent Peak Wealth Advisors first reported a position in Trane Technologies in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Trane Technologies position peaked at $11K in Q4 2020.
  • 923 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2021.

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