TRUE Private Wealth Advisors’s Ingersoll Rand IR Stock Holding History

TRUE Private Wealth 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
2021 Q1	–	Sell	-1,373	Closed	-$63K	–	462
2020 Q4	$63K	Sell	1,373 -88	-6%	-$3.64K	0.01%	326
2020 Q3	$52K	Hold	1,461	–	–	0.01%	328
2020 Q2	$41K	Buy	1,461 +1,373	+1,560%	+$38.8K	0.01%	338
2020 Q1	$2K	Buy	+88	New	+$2.79K	﹤0.01%	606

Other funds holding IR

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

TRUE Private Wealth Advisors's IR Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Ingersoll Rand (IR) in Q1 2021, closing a stake of 1,373 shares — an estimated $63K sold.

TRUE Private Wealth Advisors first reported a position in IR in Q1 2020 and held it in 4 quarters. The position peaked at $63K in Q4 2020. 586 funds tracked by Wall St. Rank hold IR as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Ingersoll Rand position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,373 Ingersoll Rand shares in Q1 2021, an estimated $63K.
TRUE Private Wealth Advisors first reported a position in Ingersoll Rand in Q1 2020 and held it in 4 quarters.
TRUE Private Wealth Advisors's Ingersoll Rand position peaked at $63K in Q4 2020.
586 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.