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VisionPoint Advisory Group’s Ingersoll Rand IR Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-44
Closed -$4K – 500
2024
Q2 		$4K Buy
44
+1
+2% +$92 ﹤0.01% 582
2024
Q1 		$4.08K Buy
43
+4
+10% +$342 ﹤0.01% 573
2023
Q4 		$3.02K Sell
39
-23
-37% -$1.57K ﹤0.01% 566
2023
Q3 		$3.95K Buy
62
+55
+786% +$3.66K ﹤0.01% 526
2023
Q2 		$458 Buy
+7
New +$414 ﹤0.01% 543

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VisionPoint Advisory Group's IR Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Ingersoll Rand (IR) in Q3 2024, closing a stake of 44 shares — an estimated $4K sold.

VisionPoint Advisory Group first reported a position in IR in Q2 2023 and held it in 5 quarters. The position peaked at $4.08K in Q1 2024. 866 funds tracked by Wall St. Rank hold IR as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Ingersoll Rand position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 44 Ingersoll Rand shares in Q3 2024, an estimated $4K.
  • VisionPoint Advisory Group first reported a position in Ingersoll Rand in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Ingersoll Rand position peaked at $4.08K in Q1 2024.
  • 866 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.