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WealthShield Partners’s Ingersoll Rand IR Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-291
Closed -$14K – 477
2021
Q2 		$14K Hold
291
– – ﹤0.01% 706
2021
Q1 		$14K Buy
+291
New +$13.5K ﹤0.01% 740

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Wellington Management Group
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JP Morgan Chase
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State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WealthShield Partners's IR Position: Q3 2021 in Review

WealthShield Partners sold out of Ingersoll Rand (IR) in Q3 2021, closing a stake of 291 shares — an estimated $14K sold.

WealthShield Partners first reported a position in IR in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 587 funds tracked by Wall St. Rank hold IR as of Q3 2021.

  • WealthShield Partners reported no remaining Ingersoll Rand position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 291 Ingersoll Rand shares in Q3 2021, an estimated $14K.
  • WealthShield Partners first reported a position in Ingersoll Rand in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Ingersoll Rand position peaked at $14K in Q2 2021.
  • 587 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.