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SYSTM Wealth Solutions’s Applied Industrial Technologies AIT Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-15
Closed -$2.96K – 666
2024
Q1 		$2.96K Hold
15
– – ﹤0.01% 874
2023
Q4 		$2.59K Buy
+15
New +$2.43K ﹤0.01% 927

Other funds holding AIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

SYSTM Wealth Solutions's AIT Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Applied Industrial Technologies (AIT) in Q2 2024, closing a stake of 15 shares — an estimated $2.96K sold.

SYSTM Wealth Solutions first reported a position in AIT in Q4 2023 and held it in 2 quarters. The position peaked at $2.96K in Q1 2024. 428 funds tracked by Wall St. Rank hold AIT as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Applied Industrial Technologies position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 15 Applied Industrial Technologies shares in Q2 2024, an estimated $2.96K.
  • SYSTM Wealth Solutions first reported a position in Applied Industrial Technologies in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Applied Industrial Technologies position peaked at $2.96K in Q1 2024.
  • 428 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.