TWP
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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 – 692
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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return