Sutton Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Sutton Wealth Advisors’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 Q3	$30.1K	Sell	472 -1	-0.2%	-$67	0.01%	294
2023 Q2	$30.9K	Buy	473 +144	+44%	+$8.51K	0.02%	286
2023 Q1	$19.1K	Sell	329 -32	-9%	-$1.8K	0.01%	318
2022 Q4	$18.9K	Sell	361 -1	-0.3%	-$51	0.01%	718
2022 Q3	$15.7K	Buy	362 +159	+78%	+$7.49K	0.01%	739
2022 Q2	$8.54K	Buy	203 +31	+18%	+$1.41K	﹤0.01%	952
2022 Q1	$8.66K	Sell	172 -2	-1%	-$107	﹤0.01%	971
2021 Q4	$10.8K	Hold	174	–	–	﹤0.01%	910
2021 Q3	$8.77K	Buy	174 +5	+3%	+$254	﹤0.01%	951
2021 Q2	$8.25K	Hold	169	–	–	﹤0.01%	965
2021 Q1	$8.32K	Hold	169	–	–	﹤0.01%	925
2020 Q4	$7.7K	Hold	169	–	–	﹤0.01%	887
2020 Q3	$6.02K	Hold	169	–	–	﹤0.01%	868
2020 Q2	$4.75K	Sell	169 -67	-28%	-$1.89K	﹤0.01%	912
2020 Q1	$5.85K	Buy	+236	New	+$7.5K	﹤0.01%	784
2018 Q3	–	Sell	-173	Closed	-$4.85K	–	1145
2018 Q2	$15.5K	Hold	173	–	–	0.01%	693
2018 Q1	$14.8K	Hold	173	–	–	0.01%	680
2017 Q4	$15.4K	Hold	173	–	–	0.01%	646
2017 Q3	$15.4K	Hold	173	–	–	0.01%	626
2017 Q2	$15.8K	Buy	+173	New	+$3.86K	0.01%	610

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sutton Wealth Advisors's IR Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Ingersoll Rand (IR) stake by 0.21% in Q3 2023, selling an estimated $67 and leaving 472 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #294.

Sutton Wealth Advisors first reported a position in IR in Q2 2017 and has held it in 20 quarters since. The position peaked at $30.9K in Q2 2023. 729 funds tracked by Wall St. Rank hold IR as of Q3 2023.

Sutton Wealth Advisors held 472 shares of Ingersoll Rand worth $30.1K as of Q3 2023.
Sutton Wealth Advisors sold 1 Ingersoll Rand share in Q3 2023, an estimated $67.
Ingersoll Rand made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #294 holding.
Sutton Wealth Advisors first reported a position in Ingersoll Rand in Q2 2017 and has held it in 20 quarters since.
Sutton Wealth Advisors's Ingersoll Rand position peaked at $30.9K in Q2 2023.
729 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.