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Trifecta Capital Advisors’s Ingersoll Rand IR Stock Holding History

Trifecta Capital Advisors’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
-62
Closed -$4.8K – 428
2023
Q4 		$4.8K Hold
62
– – ﹤0.01% 253
2023
Q3 		$3.95K Hold
62
– – ﹤0.01% 248
2023
Q2 		$4.05K Hold
62
– – ﹤0.01% 235
2023
Q1 		$3.61K Buy
+62
New +$3.5K ﹤0.01% 246

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Trifecta Capital Advisors's IR Position: Q1 2024 in Review

Trifecta Capital Advisors sold out of Ingersoll Rand (IR) in Q1 2024, closing a stake of 62 shares — an estimated $4.8K sold.

Trifecta Capital Advisors first reported a position in IR in Q1 2023 and held it in 4 quarters. The position peaked at $4.8K in Q4 2023. 848 funds tracked by Wall St. Rank hold IR as of Q1 2024.

  • Trifecta Capital Advisors reported no remaining Ingersoll Rand position as of Q1 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 62 Ingersoll Rand shares in Q1 2024, an estimated $4.8K.
  • Trifecta Capital Advisors first reported a position in Ingersoll Rand in Q1 2023 and held it in 4 quarters.
  • Trifecta Capital Advisors's Ingersoll Rand position peaked at $4.8K in Q4 2023.
  • 848 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2024.

Based on Trifecta Capital Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.