FAG
AIT icon

Fortitude Advisory Group’s Applied Industrial Technologies AIT Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-307
Closed -$32K – 232
2022
Q1 		$32K Hold
307
– – 0.02% 664
2021
Q4 		$32K Buy
+307
New +$30.7K 0.02% 675

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Fortitude Advisory Group's AIT Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Applied Industrial Technologies (AIT) in Q2 2022, closing a stake of 307 shares — an estimated $32K sold.

Fortitude Advisory Group first reported a position in AIT in Q4 2021 and held it in 2 quarters. The position peaked at $32K in Q1 2022. 282 funds tracked by Wall St. Rank hold AIT as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Applied Industrial Technologies position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 307 Applied Industrial Technologies shares in Q2 2022, an estimated $32K.
  • Fortitude Advisory Group first reported a position in Applied Industrial Technologies in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Applied Industrial Technologies position peaked at $32K in Q1 2022.
  • 282 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.