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Sheaff Brock Investment Advisors’s Applied Industrial Technologies AIT Stock Holding History

Sheaff Brock Investment 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
2021
Q4 		– Sell
-3,557
Closed -$321K – 545
2021
Q3 		$321K Buy
+3,557
New +$313K 0.02% 354

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Victory Capital Management
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Wellington Management Group
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State Street
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sheaff Brock Investment Advisors's AIT Position: Q4 2021 in Review

Sheaff Brock Investment Advisors sold out of Applied Industrial Technologies (AIT) in Q4 2021, closing a stake of 3,557 shares — an estimated $321K sold.

Sheaff Brock Investment Advisors first reported a position in AIT in Q3 2021 and held it in 1 quarter. The position peaked at $321K in Q3 2021. 249 funds tracked by Wall St. Rank hold AIT as of Q4 2021.

  • Sheaff Brock Investment Advisors reported no remaining Applied Industrial Technologies position as of Q4 2021 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 3,557 Applied Industrial Technologies shares in Q4 2021, an estimated $321K.
  • Sheaff Brock Investment Advisors first reported a position in Applied Industrial Technologies in Q3 2021 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Applied Industrial Technologies position peaked at $321K in Q3 2021.
  • 249 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.