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Sowell Financial Services’s Applied Industrial Technologies AIT Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-1,889
Closed -$195K – 574
2021
Q1 		$195K Sell
1,889
-560
-23% -$47.5K 0.01% 1067
2020
Q4 		$191K Buy
2,449
+484
+25% +$34K 0.01% 868
2020
Q3 		$108K Sell
1,965
-100
-5% -$6.11K 0.01% 947
2020
Q2 		$129K Hold
2,065
– – 0.01% 885
2020
Q1 		$94K Buy
+2,065
New +$122K 0.01% 862

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Fidelity Investments
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Macquarie Group
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Sowell Financial Services's AIT Position: Q2 2021 in Review

Sowell Financial Services sold out of Applied Industrial Technologies (AIT) in Q2 2021, closing a stake of 1,889 shares — an estimated $195K sold.

Sowell Financial Services first reported a position in AIT in Q1 2020 and held it in 5 quarters. The position peaked at $195K in Q1 2021. 243 funds tracked by Wall St. Rank hold AIT as of Q2 2021.

  • Sowell Financial Services reported no remaining Applied Industrial Technologies position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,889 Applied Industrial Technologies shares in Q2 2021, an estimated $195K.
  • Sowell Financial Services first reported a position in Applied Industrial Technologies in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Applied Industrial Technologies position peaked at $195K in Q1 2021.
  • 243 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.