Wealthcare Advisory Partners’s Ingersoll Rand IR Stock Holding History

Wealthcare Advisory Partners’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 Q1	–	Sell	-3,811	Closed	-$236K	–	569
2021 Q4	$236K	Buy	+3,811	New	+$217K	0.01%	502
2021 Q2	–	Sell	-1,052	Closed	-$52K	–	1197
2021 Q1	$52K	Buy	+1,052	New	+$48.7K	﹤0.01%	857
2020 Q2	–	Sell	-999	Closed	-$25K	–	852
2020 Q1	$25K	Buy	+999	New	+$31.7K	﹤0.01%	676

Other funds holding IR

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wealthcare Advisory Partners's IR Position: Q1 2022 in Review

Wealthcare Advisory Partners sold out of Ingersoll Rand (IR) in Q1 2022, closing a stake of 3,811 shares — an estimated $236K sold.

Wealthcare Advisory Partners first reported a position in IR in Q1 2020 and held it in 3 quarters. The position peaked at $236K in Q4 2021. 612 funds tracked by Wall St. Rank hold IR as of Q1 2022.

Wealthcare Advisory Partners reported no remaining Ingersoll Rand position as of Q1 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,811 Ingersoll Rand shares in Q1 2022, an estimated $236K.
Wealthcare Advisory Partners first reported a position in Ingersoll Rand in Q1 2020 and held it in 3 quarters.
Wealthcare Advisory Partners's Ingersoll Rand position peaked at $236K in Q4 2021.
612 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2022, filed 15 Apr 2022.