WP
TT icon

WealthPLAN Partners’s Trane Technologies TT Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-182
Closed -$34.8K – 1097
2023
Q2 		$34.8K Hold
182
– – ﹤0.01% 576
2023
Q1 		$33.5K Buy
+182
New +$33K ﹤0.01% 626
2016
Q3 		$67K Sell
1,000
-1,004
-50% -$66.9K 0.02% 286
2016
Q2 		$63.9K Buy
+2,004
New +$129K 0.01% 797

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WealthPLAN Partners's TT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Trane Technologies (TT) in Q3 2023, closing a stake of 182 shares — an estimated $34.8K sold.

WealthPLAN Partners first reported a position in TT in Q2 2016 and held it in 4 quarters. The position peaked at $67K in Q3 2016. 1,052 funds tracked by Wall St. Rank hold TT as of Q3 2023.

  • WealthPLAN Partners reported no remaining Trane Technologies position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 182 Trane Technologies shares in Q3 2023, an estimated $34.8K.
  • WealthPLAN Partners first reported a position in Trane Technologies in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's Trane Technologies position peaked at $67K in Q3 2016.
  • 1,052 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2023.

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