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Selective Wealth Management’s Trane Technologies TT Stock Holding History

Selective Wealth Management’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
2022
Q2 		– Sell
-500
Closed -$76K – 826
2022
Q1 		$76K Hold
500
– – 0.03% 240
2021
Q4 		$101K Buy
500
+225
+82% +$42.3K 0.04% 195
2021
Q3 		$47K Buy
+275
New +$52.9K 0.02% 263

Other funds holding TT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Selective Wealth Management's TT Position: Q2 2022 in Review

Selective Wealth Management sold out of Trane Technologies (TT) in Q2 2022, closing a stake of 500 shares — an estimated $76K sold.

Selective Wealth Management first reported a position in TT in Q3 2021 and held it in 3 quarters. The position peaked at $101K in Q4 2021. 903 funds tracked by Wall St. Rank hold TT as of Q2 2022.

  • Selective Wealth Management reported no remaining Trane Technologies position as of Q2 2022 after selling out during the quarter.
  • Selective Wealth Management sold 500 Trane Technologies shares in Q2 2022, an estimated $76K.
  • Selective Wealth Management first reported a position in Trane Technologies in Q3 2021 and held it in 3 quarters.
  • Selective Wealth Management's Trane Technologies position peaked at $101K in Q4 2021.
  • 903 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.