Concord Wealth Partners’s Applied Industrial Technologies AIT Stock Holding History

Concord Wealth 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
2025 Q1	–	Sell	-7	Closed	-$1.68K	–	820
2024 Q4	$1.68K	Hold	7	–	–	﹤0.01%	729
2024 Q3	$1.56K	Buy	+7	New	+$1.43K	﹤0.01%	772
2023 Q1	–	Sell	-9	Closed	-$1.13K	–	992
2022 Q4	$1.13K	Buy	+9	New	+$1.1K	﹤0.01%	1040
2022 Q3	–	Sell	-9	Closed	-$1K	–	179
2022 Q2	$1K	Sell	9 -27	-75%	-$2.73K	﹤0.01%	1095
2022 Q1	$4K	Buy	36 +25	+227%	+$2.49K	﹤0.01%	939
2021 Q4	$1K	Buy	+11	New	+$1.1K	﹤0.01%	1189

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Concord Wealth Partners's AIT Position: Q1 2025 in Review

Concord Wealth Partners sold out of Applied Industrial Technologies (AIT) in Q1 2025, closing a stake of 7 shares — an estimated $1.68K sold.

Concord Wealth Partners first reported a position in AIT in Q4 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 511 funds tracked by Wall St. Rank hold AIT as of Q1 2025.

Concord Wealth Partners reported no remaining Applied Industrial Technologies position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 7 Applied Industrial Technologies shares in Q1 2025, an estimated $1.68K.
Concord Wealth Partners first reported a position in Applied Industrial Technologies in Q4 2021 and held it in 6 quarters.
Concord Wealth Partners's Applied Industrial Technologies position peaked at $4K in Q1 2022.
511 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.