U.S. Capital Wealth Advisors’s Ingersoll Rand IR Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-322	Closed	-$16.8K	–	1070
2022 Q4	$16.8K	Buy	+322	New	+$16.4K	﹤0.01%	1145

Other funds holding IR

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

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

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

U.S. Capital Wealth Advisors's IR Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Ingersoll Rand (IR) in Q1 2023, closing a stake of 322 shares — an estimated $16.8K sold.

U.S. Capital Wealth Advisors first reported a position in IR in Q4 2022 and held it in 1 quarter. The position peaked at $16.8K in Q4 2022. 682 funds tracked by Wall St. Rank hold IR as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Ingersoll Rand position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 322 Ingersoll Rand shares in Q1 2023, an estimated $16.8K.
U.S. Capital Wealth Advisors first reported a position in Ingersoll Rand in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Ingersoll Rand position peaked at $16.8K in Q4 2022.
682 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.