Tyler-Stone Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Tyler-Stone Wealth Management’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 Q3	–	Sell	-7	Closed	-$1.43K	–	334
2024 Q2	$1.43K	Hold	7	–	–	﹤0.01%	880
2024 Q1	$1.45K	Hold	7	–	–	﹤0.01%	869
2023 Q4	$1.26K	Hold	7	–	–	﹤0.01%	848
2023 Q3	$1K	Hold	7	–	–	﹤0.01%	833
2023 Q2	$1K	Buy	+7	New	+$934	﹤0.01%	824
2022 Q4	$1K	Hold	7	–	–	﹤0.01%	778
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	776
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	788
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	765
2021 Q4	$1K	Buy	+7	New	+$701	﹤0.01%	830

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Tyler-Stone Wealth Management's AIT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Applied Industrial Technologies (AIT) in Q3 2024, closing a stake of 7 shares — an estimated $1.43K sold.

Tyler-Stone Wealth Management first reported a position in AIT in Q4 2021 and held it in 10 quarters. The position peaked at $1.45K in Q1 2024. 450 funds tracked by Wall St. Rank hold AIT as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Applied Industrial Technologies position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 7 Applied Industrial Technologies shares in Q3 2024, an estimated $1.43K.
Tyler-Stone Wealth Management first reported a position in Applied Industrial Technologies in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Applied Industrial Technologies position peaked at $1.45K in Q1 2024.
450 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.