FinTrust Capital Advisors’s Applied Industrial Technologies AIT Stock Holding History

FinTrust Capital 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 Q3	$51.3K	Hold	230	–	–	0.01%	564
2024 Q2	$44.6K	Hold	230	–	–	0.01%	566
2024 Q1	$45.4K	Hold	230	–	–	0.01%	550
2023 Q4	$39.7K	Hold	230	–	–	0.01%	553
2023 Q3	$35.6K	Buy	230 +35	+18%	+$5.25K	0.01%	529
2023 Q2	$24.6K	Hold	195	–	–	0.01%	606
2023 Q1	$24.6K	Hold	195	–	–	0.01%	604
2022 Q4	$24.6K	Buy	+195	New	+$23.9K	0.01%	603
2020 Q1	–	Sell	-278	Closed	-$19K	–	1101
2019 Q4	$19K	Sell	278 -159	-36%	-$9.75K	0.01%	642
2019 Q3	$25K	Hold	437	–	–	0.01%	604
2019 Q2	$27K	Hold	437	–	–	0.01%	533
2019 Q1	$26K	Buy	437 +278	+175%	+$16.1K	0.01%	524
2018 Q4	$9K	Buy	+159	New	+$10.4K	﹤0.01%	787

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

FinTrust Capital Advisors's AIT Position: Q3 2024 in Review

FinTrust Capital Advisors held its Applied Industrial Technologies (AIT) position steady in Q3 2024 at 230 shares worth $51.3K. The position accounts for 0.01% of the portfolio, ranked #564.

FinTrust Capital Advisors first reported a position in AIT in Q4 2018 and has held it in 13 quarters since. 450 funds tracked by Wall St. Rank hold AIT as of Q3 2024.

FinTrust Capital Advisors held 230 shares of Applied Industrial Technologies worth $51.3K as of Q3 2024.
FinTrust Capital Advisors left its Applied Industrial Technologies share count unchanged in Q3 2024.
Applied Industrial Technologies made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #564 holding.
FinTrust Capital Advisors first reported a position in Applied Industrial Technologies in Q4 2018 and has held it in 13 quarters since.
450 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.