FGC
AIT icon

Financial Gravity Companies’s Applied Industrial Technologies AIT Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+14
New +$915 ﹤0.01% 1008
2018
Q1 		$2K Buy
28
+2
+8% +$143 ﹤0.01% 920
2017
Q4 		$2K Buy
+26
New +$1.65K ﹤0.01% 891

Other funds holding AIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

Financial Gravity Companies's AIT Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Applied Industrial Technologies (AIT) in Q4 2018: 14 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1008 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AIT as recently as Q1 2018.

Financial Gravity Companies first reported a position in AIT in Q4 2017 and has held it in 3 quarters since. The position peaked at $2K in Q1 2018. 240 funds tracked by Wall St. Rank hold AIT as of Q4 2018.

  • Financial Gravity Companies held 14 shares of Applied Industrial Technologies worth $1K as of Q4 2018.
  • Applied Industrial Technologies was a new Financial Gravity Companies position in Q4 2018.
  • Applied Industrial Technologies made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1008 holding.
  • Financial Gravity Companies first reported a position in Applied Industrial Technologies in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Applied Industrial Technologies position peaked at $2K in Q1 2018.
  • 240 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.