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TCI Wealth Advisors’s Ingersoll Rand IR Stock Holding History

TCI 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
Q2 		– Sell
-620
Closed -$36.1K – 1186
2023
Q1 		$36.1K Buy
620
+169
+37% +$9.53K ﹤0.01% 512
2022
Q4 		$23.6K Hold
451
– – ﹤0.01% 620
2022
Q3 		$20K Buy
451
+8
+2% +$377 ﹤0.01% 656
2022
Q2 		$19K Sell
443
-725
-62% -$33K ﹤0.01% 659
2022
Q1 		$59K Buy
1,168
+537
+85% +$28.8K 0.01% 366
2021
Q4 		$39K Hold
631
– – 0.01% 466
2021
Q3 		$32K Buy
631
+64
+11% +$3.26K ﹤0.01% 529
2021
Q2 		$28K Buy
567
+44
+8% +$2.16K ﹤0.01% 525
2021
Q1 		$26K Buy
523
+80
+18% +$3.7K 0.01% 507
2020
Q4 		$20K Buy
443
+48
+12% +$1.99K 0.01% 498
2020
Q3 		$14K Hold
395
– – 0.01% 511
2020
Q2 		$11K Sell
395
-186
-32% -$5.25K ﹤0.01% 551
2020
Q1 		$14K Buy
+581
New +$18.5K 0.01% 511
2019
Q4 		– Sell
-40
Closed -$1K – 1608
2019
Q3 		$1K Hold
40
– – ﹤0.01% 1311
2019
Q2 		$1K Hold
40
– – ﹤0.01% 1221
2019
Q1 		$1K Hold
40
– – ﹤0.01% 1240
2018
Q4 		$1K Hold
40
– – ﹤0.01% 1237
2018
Q3 		$1K Buy
+40
New +$1.12K ﹤0.01% 1247

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TCI Wealth Advisors's IR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Ingersoll Rand (IR) in Q2 2023, closing a stake of 620 shares — an estimated $36.1K sold.

TCI Wealth Advisors first reported a position in IR in Q3 2018 and held it in 18 quarters. The position peaked at $59K in Q1 2022. 717 funds tracked by Wall St. Rank hold IR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Ingersoll Rand position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 620 Ingersoll Rand shares in Q2 2023, an estimated $36.1K.
  • TCI Wealth Advisors first reported a position in Ingersoll Rand in Q3 2018 and held it in 18 quarters.
  • TCI Wealth Advisors's Ingersoll Rand position peaked at $59K in Q1 2022.
  • 717 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.