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TFO Wealth Partners’s Ingersoll Rand IR Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-6
Closed -$570 – 400
2024
Q1 		$570 Hold
6
– – ﹤0.01% 235
2023
Q4 		$464 Sell
6
-3
-33% -$205 ﹤0.01% 350
2023
Q3 		$588 Buy
9
+3
+50% +$200 ﹤0.01% 412
2023
Q2 		$392 Hold
6
– – ﹤0.01% 333
2023
Q1 		$349 Buy
6
+5
+500% +$282 ﹤0.01% 332
2022
Q4 		$228 Buy
+1
New +$51 ﹤0.01% 614

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TFO Wealth Partners's IR Position: Q2 2024 in Review

TFO Wealth Partners sold out of Ingersoll Rand (IR) in Q2 2024, closing a stake of 6 shares — an estimated $570 sold.

TFO Wealth Partners first reported a position in IR in Q4 2022 and held it in 6 quarters. The position peaked at $588 in Q3 2023. 850 funds tracked by Wall St. Rank hold IR as of Q2 2024.

  • TFO Wealth Partners reported no remaining Ingersoll Rand position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 6 Ingersoll Rand shares in Q2 2024, an estimated $570.
  • TFO Wealth Partners first reported a position in Ingersoll Rand in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Ingersoll Rand position peaked at $588 in Q3 2023.
  • 850 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.