Triad Wealth Partners’s Trane Technologies TT Stock Holding History

Triad 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 Q3	–	Sell	-118	Closed	-$38.8K	–	839
2024 Q2	$38.8K	Buy	+118	New	+$37.5K	0.02%	263

Other funds holding TT

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Triad Wealth Partners's TT Position: Q3 2024 in Review

Triad Wealth Partners sold out of Trane Technologies (TT) in Q3 2024, closing a stake of 118 shares — an estimated $38.8K sold.

Triad Wealth Partners first reported a position in TT in Q2 2024 and held it in 1 quarter. The position peaked at $38.8K in Q2 2024. 1,476 funds tracked by Wall St. Rank hold TT as of Q3 2024.

Triad Wealth Partners reported no remaining Trane Technologies position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 118 Trane Technologies shares in Q3 2024, an estimated $38.8K.
Triad Wealth Partners first reported a position in Trane Technologies in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Trane Technologies position peaked at $38.8K in Q2 2024.
1,476 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.