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Avior Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Avior 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
2025
Q1 		– Sell
-90
Closed -$21.8K – 778
2024
Q4 		$21.8K Hold
90
– – ﹤0.01% 1389
2024
Q3 		$20.2K Sell
90
-55
-38% -$11.2K ﹤0.01% 1372
2024
Q2 		$28.2K Sell
145
-87
-38% -$16.6K ﹤0.01% 1269
2024
Q1 		$45.9K Buy
232
+87
+60% +$15.9K ﹤0.01% 1268
2023
Q4 		$25.1K Sell
145
-3
-2% -$486 ﹤0.01% 849
2023
Q3 		$22.9K Buy
148
+85
+135% +$12.7K ﹤0.01% 919
2023
Q2 		$9.12K Hold
63
– – ﹤0.01% 1042
2023
Q1 		$8.95K Buy
+63
New +$8.54K ﹤0.01% 1071

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Avior Wealth Management's AIT Position: Q1 2025 in Review

Avior Wealth Management sold out of Applied Industrial Technologies (AIT) in Q1 2025, closing a stake of 90 shares — an estimated $21.8K sold.

Avior Wealth Management first reported a position in AIT in Q1 2023 and held it in 8 quarters. The position peaked at $45.9K in Q1 2024. 511 funds tracked by Wall St. Rank hold AIT as of Q1 2025.

  • Avior Wealth Management reported no remaining Applied Industrial Technologies position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 90 Applied Industrial Technologies shares in Q1 2025, an estimated $21.8K.
  • Avior Wealth Management first reported a position in Applied Industrial Technologies in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Applied Industrial Technologies position peaked at $45.9K in Q1 2024.
  • 511 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.