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

Elevation 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
-213
Closed -$50.9K – 498
2024
Q4 		$50.9K Buy
213
+1
+0.5% +$249 0.02% 228
2024
Q3 		$47.4K Hold
212
– – 0.02% 226
2024
Q2 		$41.1K Hold
212
– – 0.02% 232
2024
Q1 		$41.9K Buy
+212
New +$38.7K 0.02% 233

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

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

Elevation Wealth Partners sold out of Applied Industrial Technologies (AIT) in Q1 2025, closing a stake of 213 shares — an estimated $50.9K sold.

Elevation Wealth Partners first reported a position in AIT in Q1 2024 and held it in 4 quarters. The position peaked at $50.9K in Q4 2024. 511 funds tracked by Wall St. Rank hold AIT as of Q1 2025.

  • Elevation Wealth Partners reported no remaining Applied Industrial Technologies position as of Q1 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 213 Applied Industrial Technologies shares in Q1 2025, an estimated $50.9K.
  • Elevation Wealth Partners first reported a position in Applied Industrial Technologies in Q1 2024 and held it in 4 quarters.
  • Elevation Wealth Partners's Applied Industrial Technologies position peaked at $50.9K in Q4 2024.
  • 511 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2025.

Based on Elevation Wealth Partners's 13F filing for Q1 2025, filed 9 Apr 2025.