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

Fortis 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
2023
Q1 		– Sell
-983
Closed -$124K – 657
2022
Q4 		$124K Buy
+983
New +$121K 0.07% 173

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fortis Capital Advisors's AIT Position: Q1 2023 in Review

Fortis Capital Advisors sold out of Applied Industrial Technologies (AIT) in Q1 2023, closing a stake of 983 shares — an estimated $124K sold.

Fortis Capital Advisors first reported a position in AIT in Q4 2022 and held it in 1 quarter. The position peaked at $124K in Q4 2022. 349 funds tracked by Wall St. Rank hold AIT as of Q1 2023.

  • Fortis Capital Advisors reported no remaining Applied Industrial Technologies position as of Q1 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 983 Applied Industrial Technologies shares in Q1 2023, an estimated $124K.
  • Fortis Capital Advisors first reported a position in Applied Industrial Technologies in Q4 2022 and held it in 1 quarter.
  • Fortis Capital Advisors's Applied Industrial Technologies position peaked at $124K in Q4 2022.
  • 349 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2023.

Based on Fortis Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.