IWP
AIT icon

Icon Wealth Partners’s Applied Industrial Technologies AIT Stock Holding History

Icon Wealth Partners’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
2018
Q1 		– Sell
-194
Closed -$13K – 265
2017
Q4 		$13K Buy
+194
New +$12.3K 0.01% 674

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Icon Wealth Partners's AIT Position: Q1 2018 in Review

Icon Wealth Partners sold out of Applied Industrial Technologies (AIT) in Q1 2018, closing a stake of 194 shares — an estimated $13K sold.

Icon Wealth Partners first reported a position in AIT in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 253 funds tracked by Wall St. Rank hold AIT as of Q1 2018.

  • Icon Wealth Partners reported no remaining Applied Industrial Technologies position as of Q1 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 194 Applied Industrial Technologies shares in Q1 2018, an estimated $13K.
  • Icon Wealth Partners first reported a position in Applied Industrial Technologies in Q4 2017 and held it in 1 quarter.
  • Icon Wealth Partners's Applied Industrial Technologies position peaked at $13K in Q4 2017.
  • 253 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.