TCWP’s Ingersoll Rand IR Stock Holding History

TCWP’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
2022 Q2	–	Sell	-402	Closed	-$20K	–	984
2022 Q1	$20K	Buy	+402	New	+$21.5K	﹤0.01%	704

Other funds holding IR

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TCWP's IR Position: Q2 2022 in Review

TCWP sold out of Ingersoll Rand (IR) in Q2 2022, closing a stake of 402 shares — an estimated $20K sold.

TCWP first reported a position in IR in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 584 funds tracked by Wall St. Rank hold IR as of Q2 2022.

TCWP reported no remaining Ingersoll Rand position as of Q2 2022 after selling out during the quarter.
TCWP sold 402 Ingersoll Rand shares in Q2 2022, an estimated $20K.
TCWP first reported a position in Ingersoll Rand in Q1 2022 and held it in 1 quarter.
TCWP's Ingersoll Rand position peaked at $20K in Q1 2022.
584 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.