Summit Wealth & Retirement Planning’s Ingersoll Rand IR Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio IR Stock Details IR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8,284	Closed	-$482K	–	80
2023 Q1	$482K	Sell	8,284 -6,239	-43%	-$352K	0.18%	55
2022 Q4	$759K	Sell	14,523 -1,128	-7%	-$57.6K	0.31%	37
2022 Q3	$677K	Hold	15,651	–	–	0.27%	48
2022 Q2	$659K	Sell	15,651 -261	-2%	-$11.9K	0.25%	50
2022 Q1	$801K	Sell	15,912 -1,212	-7%	-$64.9K	0.28%	50
2021 Q4	$1.06M	Sell	17,124 -349	-2%	-$19.9K	0.36%	39
2021 Q3	$881K	Sell	17,473 -5,841	-25%	-$297K	0.32%	46
2021 Q2	$1.14M	Sell	23,314 -1,652	-7%	-$81.1K	0.42%	41
2021 Q1	$1.23M	Buy	+24,966	New	+$1.16M	0.46%	38

Other funds holding IR

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Summit Wealth & Retirement Planning's IR Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of Ingersoll Rand (IR) in Q2 2023, closing a stake of 8,284 shares — an estimated $482K sold.

Summit Wealth & Retirement Planning first reported a position in IR in Q1 2021 and held it in 9 quarters. The position peaked at $1.23M in Q1 2021. 717 funds tracked by Wall St. Rank hold IR as of Q2 2023.

Summit Wealth & Retirement Planning reported no remaining Ingersoll Rand position as of Q2 2023 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 8,284 Ingersoll Rand shares in Q2 2023, an estimated $482K.
Summit Wealth & Retirement Planning first reported a position in Ingersoll Rand in Q1 2021 and held it in 9 quarters.
Summit Wealth & Retirement Planning's Ingersoll Rand position peaked at $1.23M in Q1 2021.
717 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.