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Harvest Group Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-8
Closed -$1K – 57
2020
Q4 		$1K Hold
8
– – ﹤0.01% 414
2020
Q3 		$0 Hold
8
– – ﹤0.01% 577
2020
Q2 		$0 Hold
8
– – ﹤0.01% 470
2020
Q1 		$0 Buy
+8
New +$473 ﹤0.01% 487
2019
Q3 		– Sell
-17
Closed -$1K – 1012
2019
Q2 		$1K Hold
17
– – ﹤0.01% 650
2019
Q1 		$1K Buy
+17
New +$986 ﹤0.01% 727

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Harvest Group Wealth Management's AIT Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Applied Industrial Technologies (AIT) in Q1 2021, closing a stake of 8 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in AIT in Q1 2019 and held it in 6 quarters. The position peaked at $1K in Q4 2020. 240 funds tracked by Wall St. Rank hold AIT as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Applied Industrial Technologies position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 8 Applied Industrial Technologies shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Applied Industrial Technologies in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Applied Industrial Technologies position peaked at $1K in Q4 2020.
  • 240 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.