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

Baystate 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
2021
Q4 		– Sell
-215
Closed -$19K – 872
2021
Q3 		$19K Hold
215
– – ﹤0.01% 432
2021
Q2 		$20K Buy
+215
New +$20.5K ﹤0.01% 402

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Fuller & Thaler Asset Management
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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Baystate Wealth Management's AIT Position: Q4 2021 in Review

Baystate Wealth Management sold out of Applied Industrial Technologies (AIT) in Q4 2021, closing a stake of 215 shares — an estimated $19K sold.

Baystate Wealth Management first reported a position in AIT in Q2 2021 and held it in 2 quarters. The position peaked at $20K in Q2 2021. 248 funds tracked by Wall St. Rank hold AIT as of Q4 2021.

  • Baystate Wealth Management reported no remaining Applied Industrial Technologies position as of Q4 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 215 Applied Industrial Technologies shares in Q4 2021, an estimated $19K.
  • Baystate Wealth Management first reported a position in Applied Industrial Technologies in Q2 2021 and held it in 2 quarters.
  • Baystate Wealth Management's Applied Industrial Technologies position peaked at $20K in Q2 2021.
  • 248 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.