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Summit Wealth Group’s Trane Technologies TT Stock Holding History

Summit Wealth Group’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
Q3 		– Sell
-47
Closed -$9K – 203
2021
Q2 		$9K Hold
47
– – 0.01% 106
2021
Q1 		$8K Buy
+47
New +$7.28K 0.01% 107

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Summit Wealth Group's TT Position: Q3 2021 in Review

Summit Wealth Group sold out of Trane Technologies (TT) in Q3 2021, closing a stake of 47 shares — an estimated $9K sold.

Summit Wealth Group first reported a position in TT in Q1 2021 and held it in 2 quarters. The position peaked at $9K in Q2 2021. 963 funds tracked by Wall St. Rank hold TT as of Q3 2021.

  • Summit Wealth Group reported no remaining Trane Technologies position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 47 Trane Technologies shares in Q3 2021, an estimated $9K.
  • Summit Wealth Group first reported a position in Trane Technologies in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's Trane Technologies position peaked at $9K in Q2 2021.
  • 963 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.