TWP
AIT icon

TFO Wealth Partners’s Applied Industrial Technologies AIT Stock Holding History

TFO Wealth Partners’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
-2
Closed -$395 – 79
2024
Q1 		$395 Hold
2
– – ﹤0.01% 316
2023
Q4 		$345 Hold
2
– – ﹤0.01% 463
2023
Q3 		$290 Hold
2
– – ﹤0.01% 672
2023
Q2 		$290 Hold
2
– – ﹤0.01% 416
2023
Q1 		$284 Sell
2
-7,351
-100% -$997K ﹤0.01% 391
2022
Q4 		$955K Buy
+7,353
New +$902K 0.22% 22

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

TFO Wealth Partners's AIT Position: Q2 2024 in Review

TFO Wealth Partners sold out of Applied Industrial Technologies (AIT) in Q2 2024, closing a stake of 2 shares — an estimated $395 sold.

TFO Wealth Partners first reported a position in AIT in Q4 2022 and held it in 6 quarters. The position peaked at $955K in Q4 2022. 428 funds tracked by Wall St. Rank hold AIT as of Q2 2024.

  • TFO Wealth Partners reported no remaining Applied Industrial Technologies position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Applied Industrial Technologies shares in Q2 2024, an estimated $395.
  • TFO Wealth Partners first reported a position in Applied Industrial Technologies in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Applied Industrial Technologies position peaked at $955K in Q4 2022.
  • 428 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.