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SYSTM Wealth Solutions’s Trane Technologies TT Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-160
Closed -$52.5K – 593
2024
Q2 		$52.5K Sell
160
-7
-4% -$2.23K 0.01% 279
2024
Q1 		$50K Sell
167
-28
-14% -$7.6K 0.01% 573
2023
Q4 		$47.7K Buy
+195
New +$42.7K 0.01% 593

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SYSTM Wealth Solutions's TT Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Trane Technologies (TT) in Q3 2024, closing a stake of 160 shares — an estimated $52.5K sold.

SYSTM Wealth Solutions first reported a position in TT in Q4 2023 and held it in 3 quarters. The position peaked at $52.5K in Q2 2024. 1,476 funds tracked by Wall St. Rank hold TT as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Trane Technologies position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 160 Trane Technologies shares in Q3 2024, an estimated $52.5K.
  • SYSTM Wealth Solutions first reported a position in Trane Technologies in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Trane Technologies position peaked at $52.5K in Q2 2024.
  • 1,476 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.