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

Lighthouse 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
2020
Q1 		– Sell
-1,205
Closed -$80K – 79
2019
Q4 		$80K Buy
+1,205
New +$73.9K 0.04% 108

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Fidelity Investments
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Lighthouse Financial Advisors's AIT Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Applied Industrial Technologies (AIT) in Q1 2020, closing a stake of 1,205 shares — an estimated $80K sold.

Lighthouse Financial Advisors first reported a position in AIT in Q4 2019 and held it in 1 quarter. The position peaked at $80K in Q4 2019. 204 funds tracked by Wall St. Rank hold AIT as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Applied Industrial Technologies position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 1,205 Applied Industrial Technologies shares in Q1 2020, an estimated $80K.
  • Lighthouse Financial Advisors first reported a position in Applied Industrial Technologies in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Applied Industrial Technologies position peaked at $80K in Q4 2019.
  • 204 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.