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V Wealth Advisors’s Trane Technologies TT Stock Holding History

V Wealth Advisors’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
2020
Q1 		– Sell
-4,089
Closed -$504K – 379
2019
Q4 		$504K Hold
4,089
– – 0.18% 132
2019
Q3 		$504K Sell
4,089
-45
-1% -$5.49K 0.18% 132
2019
Q2 		$519K Sell
4,134
-53
-1% -$6.34K 0.2% 124
2019
Q1 		$474K Buy
+4,187
New +$424K 0.19% 130
2017
Q3 		– Sell
-22,463
Closed -$2.04M – 665
2017
Q2 		$2.04M Buy
22,463
+34
+0.2% +$2.98K 0.96% 24
2017
Q1 		$1.82M Buy
22,429
+1,285
+6% +$102K 1.12% 25
2016
Q4 		$1.6M Buy
+21,144
New +$1.53M 1.17% 27

Other funds holding TT

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

V Wealth Advisors's TT Position: Q1 2020 in Review

V Wealth Advisors sold out of Trane Technologies (TT) in Q1 2020, closing a stake of 4,089 shares — an estimated $504K sold.

V Wealth Advisors first reported a position in TT in Q4 2016 and held it in 7 quarters. The position peaked at $2.04M in Q2 2017. 764 funds tracked by Wall St. Rank hold TT as of Q1 2020.

  • V Wealth Advisors reported no remaining Trane Technologies position as of Q1 2020 after selling out during the quarter.
  • V Wealth Advisors sold 4,089 Trane Technologies shares in Q1 2020, an estimated $504K.
  • V Wealth Advisors first reported a position in Trane Technologies in Q4 2016 and held it in 7 quarters.
  • V Wealth Advisors's Trane Technologies position peaked at $2.04M in Q2 2017.
  • 764 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2020.

Based on V Wealth Advisors's 13F filing for Q1 2020, filed 12 May 2020.