Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Applied Industrial Technologies AIT Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-337
Closed -$52.1K – 42
2023
Q3 		$52.1K Buy
+337
New +$50.5K 0.01% 178

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Legacy Financial Group (Iowa)'s AIT Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Applied Industrial Technologies (AIT) in Q4 2023, closing a stake of 337 shares — an estimated $52.1K sold.

Legacy Financial Group (Iowa) first reported a position in AIT in Q3 2023 and held it in 1 quarter. The position peaked at $52.1K in Q3 2023. 388 funds tracked by Wall St. Rank hold AIT as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Applied Industrial Technologies position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 337 Applied Industrial Technologies shares in Q4 2023, an estimated $52.1K.
  • Legacy Financial Group (Iowa) first reported a position in Applied Industrial Technologies in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Applied Industrial Technologies position peaked at $52.1K in Q3 2023.
  • 388 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.