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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Ropes Wealth Advisors's TT Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Trane Technologies (TT) in Q1 2021, closing a stake of 3 shares.

Ropes Wealth Advisors first reported a position in TT in Q1 2015 and held it in 21 quarters. The position peaked at $346K in Q4 2019. 923 funds tracked by Wall St. Rank hold TT as of Q1 2021.

Ropes Wealth Advisors reported no remaining Trane Technologies position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 3 Trane Technologies shares in Q1 2021.
Ropes Wealth Advisors first reported a position in Trane Technologies in Q1 2015 and held it in 21 quarters.
Ropes Wealth Advisors's Trane Technologies position peaked at $346K in Q4 2019.
923 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.