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Cetera Advisors’s Applied Industrial Technologies AIT Stock Holding History

Cetera Advisors’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
2024
Q1 		$268K Buy
1,355
+22
+2% +$4.02K ﹤0.01% 2006
2023
Q4 		$230K Buy
1,333
+4
+0.3% +$648 ﹤0.01% 1569
2023
Q3 		$206K Buy
+1,329
New +$199K ﹤0.01% 1533

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Cetera Advisors's AIT Position: Q1 2024 in Review

Cetera Advisors increased its Applied Industrial Technologies (AIT) stake by 1.7% in Q1 2024, buying an estimated $4.02K and bringing the position to 1,355 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

Cetera Advisors first reported a position in AIT in Q3 2023 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold AIT as of Q1 2024.

  • Cetera Advisors held 1,355 shares of Applied Industrial Technologies worth $268K as of Q1 2024.
  • Cetera Advisors bought 22 Applied Industrial Technologies shares in Q1 2024, an estimated $4.02K.
  • Applied Industrial Technologies made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2006 holding.
  • Cetera Advisors first reported a position in Applied Industrial Technologies in Q3 2023 and has held it in 3 quarters since.
  • 423 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.