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Consolidated Planning Corp’s Applied Industrial Technologies AIT Stock Holding History

Consolidated Planning Corp’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 		– Sell
-1,209
Closed -$209K – 184
2023
Q4 		$209K Buy
+1,209
New +$196K 0.04% 165

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Consolidated Planning Corp's AIT Position: Q1 2024 in Review

Consolidated Planning Corp sold out of Applied Industrial Technologies (AIT) in Q1 2024, closing a stake of 1,209 shares — an estimated $209K sold.

Consolidated Planning Corp first reported a position in AIT in Q4 2023 and held it in 1 quarter. The position peaked at $209K in Q4 2023. 423 funds tracked by Wall St. Rank hold AIT as of Q1 2024.

  • Consolidated Planning Corp reported no remaining Applied Industrial Technologies position as of Q1 2024 after selling out during the quarter.
  • Consolidated Planning Corp sold 1,209 Applied Industrial Technologies shares in Q1 2024, an estimated $209K.
  • Consolidated Planning Corp first reported a position in Applied Industrial Technologies in Q4 2023 and held it in 1 quarter.
  • Consolidated Planning Corp's Applied Industrial Technologies position peaked at $209K in Q4 2023.
  • 423 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2024.

Based on Consolidated Planning Corp's 13F filing for Q1 2024, filed 2 May 2024.