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Wealthspire Advisors (Maryland)’s Trane Technologies TT Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$225K Sell
1,852
-1,109
-37% -$125K 0.01% 422
2020
Q2 		$263K Sell
2,961
-76
-3% -$6.61K 0.02% 365
2020
Q1 		$251K Sell
3,037
-47
-2% -$5.71K 0.02% 340
2019
Q4 		$410K Sell
3,084
-1
-0% -$127 0.03% 310
2019
Q3 		$380K Sell
3,085
-39
-1% -$4.76K 0.03% 303
2019
Q2 		$396K Sell
3,124
-106
-3% -$12.7K 0.03% 292
2019
Q1 		$349K Sell
3,230
-67
-2% -$6.79K 0.03% 320
2018
Q4 		$301K Sell
3,297
-85
-3% -$8.36K 0.03% 323
2018
Q3 		$346K Sell
3,382
-97
-3% -$9.48K 0.03% 322
2018
Q2 		$312K Sell
3,479
-194
-5% -$17K 0.03% 348
2018
Q1 		$314K Sell
3,673
-398
-10% -$35.7K 0.03% 352
2017
Q4 		$363K Buy
4,071
+68
+2% +$5.99K 0.04% 329
2017
Q3 		$357K Buy
4,003
+109
+3% +$9.64K 0.04% 319
2017
Q2 		$356K Sell
3,894
-1,007
-21% -$88.4K 0.04% 307
2017
Q1 		$399K Buy
4,901
+65
+1% +$5.16K 0.06% 229
2016
Q4 		$363K Buy
4,836
+48
+1% +$3.46K 0.05% 236
2016
Q3 		$325K Buy
4,788
+575
+14% +$38.3K 0.05% 248
2016
Q2 		$268K Sell
4,213
-1,045
-20% -$67.2K 0.04% 282
2016
Q1 		$326K Buy
5,258
+244
+5% +$13.3K 0.06% 234
2015
Q4 		$277K Buy
+5,014
New +$282K 0.05% 272

Other funds holding TT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Trane Technologies (TT) stake by 37% in Q3 2020, selling an estimated $125K and leaving 1,852 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #422.

Wealthspire Advisors (Maryland) first reported a position in TT in Q4 2015 and has held it in 20 quarters since. The position peaked at $410K in Q4 2019. 791 funds tracked by Wall St. Rank hold TT as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,852 shares of Trane Technologies worth $225K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 1,109 Trane Technologies shares in Q3 2020, an estimated $125K.
  • Trane Technologies made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #422 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Trane Technologies in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Trane Technologies position peaked at $410K in Q4 2019.
  • 791 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.