Wealthcare Capital Management’s Trane Technologies TT Stock Holding History

Wealthcare Capital Management’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
2021 Q2	–	Sell	-18	Closed	-$3K	–	622
2021 Q1	$3K	Buy	+18	New	+$2.79K	﹤0.01%	512
2020 Q1	–	Sell	-19	Closed	-$3K	–	615
2019 Q4	$3K	Buy	+19	New	+$2.41K	﹤0.01%	372
2018 Q1	–	Sell	-30	Closed	-$3K	–	229
2017 Q4	$3K	Buy	+30	New	+$2.64K	﹤0.01%	186
2015 Q3	–	Sell	-119	Closed	-$8K	–	378
2015 Q2	$8K	Sell	119 -102	-46%	-$6.98K	﹤0.01%	230
2015 Q1	$15K	Buy	+221	New	+$14.6K	﹤0.01%	449

Other funds holding TT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealthcare Capital Management's TT Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Trane Technologies (TT) in Q2 2021, closing a stake of 18 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in TT in Q1 2015 and held it in 5 quarters. The position peaked at $15K in Q1 2015. 963 funds tracked by Wall St. Rank hold TT as of Q2 2021.

Wealthcare Capital Management reported no remaining Trane Technologies position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 18 Trane Technologies shares in Q2 2021, an estimated $3K.
Wealthcare Capital Management first reported a position in Trane Technologies in Q1 2015 and held it in 5 quarters.
Wealthcare Capital Management's Trane Technologies position peaked at $15K in Q1 2015.
963 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.