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Avantax Planning Partners’s Applied Industrial Technologies AIT Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-141
Closed -$10K – 271
2018
Q1 		$10K Buy
+141
New +$10.1K ﹤0.01% 1036

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Avantax Planning Partners's AIT Position: Q2 2018 in Review

Avantax Planning Partners sold out of Applied Industrial Technologies (AIT) in Q2 2018, closing a stake of 141 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in AIT in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 247 funds tracked by Wall St. Rank hold AIT as of Q2 2018.

  • Avantax Planning Partners reported no remaining Applied Industrial Technologies position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 141 Applied Industrial Technologies shares in Q2 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in Applied Industrial Technologies in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Applied Industrial Technologies position peaked at $10K in Q1 2018.
  • 247 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.