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TFO Wealth Partners’s Trane Technologies TT Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-4
Closed -$1.2K – 691
2024
Q1 		$1.2K Hold
4
– – ﹤0.01% 142
2023
Q4 		$976 Hold
4
– – ﹤0.01% 204
2023
Q3 		$765 Hold
4
– – ﹤0.01% 341
2023
Q2 		$765 Hold
4
– – ﹤0.01% 228
2023
Q1 		$736 Sell
4
-40
-91% -$7.26K ﹤0.01% 195
2022
Q4 		$536 Buy
+44
New +$7.26K ﹤0.01% 468
2022
Q3 		– Sell
-11
Closed -$1K – 470
2022
Q2 		$1K Buy
+11
New +$1.52K ﹤0.01% 474
2022
Q1 		– Sell
-90
Closed -$18K – 166
2021
Q4 		$18K Buy
+90
New +$16.9K ﹤0.01% 80

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

TFO Wealth Partners sold out of Trane Technologies (TT) in Q2 2024, closing a stake of 4 shares — an estimated $1.2K sold.

TFO Wealth Partners first reported a position in TT in Q4 2021 and held it in 8 quarters. The position peaked at $18K in Q4 2021. 1,396 funds tracked by Wall St. Rank hold TT as of Q2 2024.

  • TFO Wealth Partners reported no remaining Trane Technologies position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Trane Technologies shares in Q2 2024, an estimated $1.2K.
  • TFO Wealth Partners first reported a position in Trane Technologies in Q4 2021 and held it in 8 quarters.
  • TFO Wealth Partners's Trane Technologies position peaked at $18K in Q4 2021.
  • 1,396 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2024.

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