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Wagner Wealth Management (South Carolina)’s Ingersoll Rand IR Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-7
Closed – – 479
2022
Q3 		$0 Hold
7
– – ﹤0.01% 729
2022
Q2 		$0 Buy
+7
New +$319 ﹤0.01% 708
2022
Q1 		– Sell
-7
Closed – – 430
2021
Q4 		$0 Hold
7
– – ﹤0.01% 685
2021
Q3 		$0 Hold
7
– – ﹤0.01% 680
2021
Q2 		$0 Hold
7
– – ﹤0.01% 698
2021
Q1 		$0 Buy
+7
New +$324 ﹤0.01% 652

Other funds holding IR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IR Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Ingersoll Rand (IR) in Q4 2022, closing a stake of 7 shares.

Wagner Wealth Management (South Carolina) first reported a position in IR in Q1 2021 and held it in 6 quarters. The position peaked at $0 in Q3 2022. 658 funds tracked by Wall St. Rank hold IR as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Ingersoll Rand position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 7 Ingersoll Rand shares in Q4 2022.
  • Wagner Wealth Management (South Carolina) first reported a position in Ingersoll Rand in Q1 2021 and held it in 6 quarters.
  • Wagner Wealth Management (South Carolina)'s Ingersoll Rand position peaked at $0 in Q3 2022.
  • 658 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.