Tradition Wealth Management’s Ingersoll Rand IR Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-80	Closed	-$6K	–	792
2023 Q4	$6K	Hold	80	–	–	﹤0.01%	1112
2023 Q3	$5K	Hold	80	–	–	﹤0.01%	1183
2023 Q2	$5K	Buy	80 +5	+7%	+$296	﹤0.01%	1211
2023 Q1	$4K	Buy	75 +8	+12%	+$451	﹤0.01%	1212
2022 Q4	$4K	Buy	+67	New	+$3.42K	﹤0.01%	1088
2022 Q2	–	Sell	-52	Closed	-$3K	–	1111
2022 Q1	$3K	Hold	52	–	–	﹤0.01%	1109
2021 Q4	$3K	Hold	52	–	–	﹤0.01%	1134
2021 Q3	$3K	Buy	+52	New	+$2.65K	﹤0.01%	1123
2021 Q1	–	Sell	-52	Closed	-$2K	–	911
2020 Q4	$2K	Buy	+52	New	+$2.15K	﹤0.01%	941

Other funds holding IR

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Tradition Wealth Management's IR Position: Q1 2024 in Review

Tradition Wealth Management sold out of Ingersoll Rand (IR) in Q1 2024, closing a stake of 80 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in IR in Q4 2020 and held it in 9 quarters. The position peaked at $6K in Q4 2023. 848 funds tracked by Wall St. Rank hold IR as of Q1 2024.

Tradition Wealth Management reported no remaining Ingersoll Rand position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 80 Ingersoll Rand shares in Q1 2024, an estimated $6K.
Tradition Wealth Management first reported a position in Ingersoll Rand in Q4 2020 and held it in 9 quarters.
Tradition Wealth Management's Ingersoll Rand position peaked at $6K in Q4 2023.
848 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.