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TCI Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-139
Closed -$19.8K – 262
2023
Q1 		$19.8K Hold
139
– – ﹤0.01% 712
2022
Q4 		$17.5K Hold
139
– – ﹤0.01% 756
2022
Q3 		$14K Buy
+139
New +$14.3K ﹤0.01% 815

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCI Wealth Advisors's AIT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Applied Industrial Technologies (AIT) in Q2 2023, closing a stake of 139 shares — an estimated $19.8K sold.

TCI Wealth Advisors first reported a position in AIT in Q3 2022 and held it in 3 quarters. The position peaked at $19.8K in Q1 2023. 352 funds tracked by Wall St. Rank hold AIT as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Applied Industrial Technologies position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 139 Applied Industrial Technologies shares in Q2 2023, an estimated $19.8K.
  • TCI Wealth Advisors first reported a position in Applied Industrial Technologies in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Applied Industrial Technologies position peaked at $19.8K in Q1 2023.
  • 352 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.