RWA
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Ropes Wealth Advisors’s Trane Technologies TT Stock Holding History

Ropes 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
-3
Closed – – 745
2020
Q4 		$0 Buy
+3
New +$414 ﹤0.01% 919
2020
Q1 		– Sell
-2,600
Closed -$346K – 562
2019
Q4 		$346K Hold
2,600
– – 0.07% 167
2019
Q3 		$320K Hold
2,600
– – 0.07% 174
2019
Q2 		$329K Hold
2,600
– – 0.07% 179
2019
Q1 		$281K Hold
2,600
– – 0.07% 191
2018
Q4 		$237K Hold
2,600
– – 0.07% 197
2018
Q3 		$266K Hold
2,600
– – 0.07% 201
2018
Q2 		$233K Hold
2,600
– – 0.06% 214
2018
Q1 		$222K Hold
2,600
– – 0.06% 211
2017
Q4 		$232K Hold
2,600
– – 0.06% 208
2017
Q3 		$232K Hold
2,600
– – 0.06% 203
2017
Q2 		$238K Hold
2,600
– – 0.07% 202
2017
Q1 		$211K Hold
2,600
– – 0.06% 211
2016
Q4 		$195K Hold
2,600
– – 0.06% 204
2016
Q3 		$177K Hold
2,600
– – 0.06% 201
2016
Q2 		$166K Hold
2,600
– – 0.06% 194
2016
Q1 		$161K Hold
2,600
– – 0.07% 163
2015
Q4 		$144K Hold
2,600
– – 0.06% 174
2015
Q3 		$132K Hold
2,600
– – 0.07% 166
2015
Q2 		$175K Hold
2,600
– – 0.1% 128
2015
Q1 		$177K Buy
+2,600
New +$172K 0.09% 131

Other funds holding TT

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return