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WealthPLAN Partners’s Ingersoll Rand IR Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-147
Closed -$9.61K – 708
2023
Q2 		$9.61K Hold
147
– – ﹤0.01% 799
2023
Q1 		$8.55K Buy
+147
New +$8.29K ﹤0.01% 899

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WealthPLAN Partners's IR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Ingersoll Rand (IR) in Q3 2023, closing a stake of 147 shares — an estimated $9.61K sold.

WealthPLAN Partners first reported a position in IR in Q1 2023 and held it in 2 quarters. The position peaked at $9.61K in Q2 2023. 729 funds tracked by Wall St. Rank hold IR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Ingersoll Rand position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 147 Ingersoll Rand shares in Q3 2023, an estimated $9.61K.
  • WealthPLAN Partners first reported a position in Ingersoll Rand in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Ingersoll Rand position peaked at $9.61K in Q2 2023.
  • 729 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.