AWM
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Accurate Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Accurate Wealth Management’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-21
Closed -$2.56K – 278
2022
Q4 		$2.56K Buy
+21
New +$2.58K ﹤0.01% 1153

Other funds holding AIT

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Accurate Wealth Management's AIT Position: Q1 2023 in Review

Accurate Wealth Management sold out of Applied Industrial Technologies (AIT) in Q1 2023, closing a stake of 21 shares — an estimated $2.56K sold.

Accurate Wealth Management first reported a position in AIT in Q4 2022 and held it in 1 quarter. The position peaked at $2.56K in Q4 2022. 349 funds tracked by Wall St. Rank hold AIT as of Q1 2023.

  • Accurate Wealth Management reported no remaining Applied Industrial Technologies position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 21 Applied Industrial Technologies shares in Q1 2023, an estimated $2.56K.
  • Accurate Wealth Management first reported a position in Applied Industrial Technologies in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Applied Industrial Technologies position peaked at $2.56K in Q4 2022.
  • 349 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.