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Frazier Financial Advisors’s Applied Industrial Technologies AIT Stock Holding History

Frazier Financial 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
Q4 		– Sell
-81
Closed -$18.1K – 654
2024
Q3 		$18.1K Sell
81
-8
-9% -$1.63K 0.01% 276
2024
Q2 		$17.3K Buy
89
+65
+271% +$12.4K 0.01% 322
2024
Q1 		$4.74K Hold
24
– – ﹤0.01% 609
2023
Q4 		$4.14K Buy
+24
New +$3.89K ﹤0.01% 539

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Frazier Financial Advisors's AIT Position: Q4 2024 in Review

Frazier Financial Advisors sold out of Applied Industrial Technologies (AIT) in Q4 2024, closing a stake of 81 shares — an estimated $18.1K sold.

Frazier Financial Advisors first reported a position in AIT in Q4 2023 and held it in 4 quarters. The position peaked at $18.1K in Q3 2024. 498 funds tracked by Wall St. Rank hold AIT as of Q4 2024.

  • Frazier Financial Advisors reported no remaining Applied Industrial Technologies position as of Q4 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 81 Applied Industrial Technologies shares in Q4 2024, an estimated $18.1K.
  • Frazier Financial Advisors first reported a position in Applied Industrial Technologies in Q4 2023 and held it in 4 quarters.
  • Frazier Financial Advisors's Applied Industrial Technologies position peaked at $18.1K in Q3 2024.
  • 498 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2024.

Based on Frazier Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.