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Kestra Private Wealth Services’s Applied Industrial Technologies AIT Stock Holding History

Kestra Private Wealth Services’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
2025
Q1 		– Sell
-1,528
Closed -$366K – 1507
2024
Q4 		$366K Buy
+1,528
New +$381K 0.01% 1058

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Invesco
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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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Kestra Private Wealth Services's AIT Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of Applied Industrial Technologies (AIT) in Q1 2025, closing a stake of 1,528 shares — an estimated $366K sold.

Kestra Private Wealth Services first reported a position in AIT in Q4 2024 and held it in 1 quarter. The position peaked at $366K in Q4 2024. 511 funds tracked by Wall St. Rank hold AIT as of Q1 2025.

  • Kestra Private Wealth Services reported no remaining Applied Industrial Technologies position as of Q1 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,528 Applied Industrial Technologies shares in Q1 2025, an estimated $366K.
  • Kestra Private Wealth Services first reported a position in Applied Industrial Technologies in Q4 2024 and held it in 1 quarter.
  • Kestra Private Wealth Services's Applied Industrial Technologies position peaked at $366K in Q4 2024.
  • 511 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.