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WR Wealth Planners’s Ingersoll Rand IR Stock Holding History

WR Wealth Planners’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
2024
Q4 		$18.5K Buy
205
+4
+2% +$398 0.01% 482
2024
Q3 		$19.7K Buy
201
+47
+31% +$4.37K 0.01% 485
2024
Q2 		$14K Buy
154
+6
+4% +$552 ﹤0.01% 515
2024
Q1 		$14.1K Buy
+148
New +$12.7K ﹤0.01% 523

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WR Wealth Planners's IR Position: Q4 2024 in Review

WR Wealth Planners increased its Ingersoll Rand (IR) stake by 2% in Q4 2024, buying an estimated $398 and bringing the position to 205 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #482.

WR Wealth Planners first reported a position in IR in Q1 2024 and has held it in 4 quarters since. The position peaked at $19.7K in Q3 2024. 929 funds tracked by Wall St. Rank hold IR as of Q4 2024.

  • WR Wealth Planners held 205 shares of Ingersoll Rand worth $18.5K as of Q4 2024.
  • WR Wealth Planners bought 4 Ingersoll Rand shares in Q4 2024, an estimated $398.
  • Ingersoll Rand made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #482 holding.
  • WR Wealth Planners first reported a position in Ingersoll Rand in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Ingersoll Rand position peaked at $19.7K in Q3 2024.
  • 929 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.