RWB
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RMR Wealth Builders’s Trane Technologies TT Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-1,020
Closed -$169K – 664
2021
Q1 		$169K Hold
1,020
– – 0.04% 213
2020
Q4 		$148K Buy
+1,020
New +$141K 0.07% 178
2020
Q3 		– Sell
-1,020
Closed -$91K – 447
2020
Q2 		$91K Buy
+1,020
New +$88.7K 0.08% 176
2019
Q4 		$136K Buy
+1,020
New +$129K 0.13% 147

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 $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

RMR Wealth Builders's TT Position: Q2 2021 in Review

RMR Wealth Builders sold out of Trane Technologies (TT) in Q2 2021, closing a stake of 1,020 shares — an estimated $169K sold.

RMR Wealth Builders first reported a position in TT in Q4 2019 and held it in 4 quarters. The position peaked at $169K in Q1 2021. 963 funds tracked by Wall St. Rank hold TT as of Q2 2021.

  • RMR Wealth Builders reported no remaining Trane Technologies position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,020 Trane Technologies shares in Q2 2021, an estimated $169K.
  • RMR Wealth Builders first reported a position in Trane Technologies in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Trane Technologies position peaked at $169K in Q1 2021.
  • 963 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.