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Wealthspire Advisors (Maryland)’s Applied Industrial Technologies AIT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-718
Closed -$43K – 500
2019
Q1 		$43K Sell
718
-122
-15% -$7.07K ﹤0.01% 946
2018
Q4 		$45K Sell
840
-92
-10% -$6.01K ﹤0.01% 897
2018
Q3 		$73K Buy
932
+27
+3% +$2.04K 0.01% 816
2018
Q2 		$63K Buy
905
+60
+7% +$4.25K 0.01% 894
2018
Q1 		$62K Sell
845
-127
-13% -$9.11K 0.01% 895
2017
Q4 		$66K Sell
972
-99
-9% -$6.3K 0.01% 887
2017
Q3 		$70K Buy
1,071
+167
+18% +$9.69K 0.01% 844
2017
Q2 		$53K Buy
904
+8
+0.9% +$490 0.01% 930
2017
Q1 		$55K Sell
896
-24
-3% -$1.48K 0.01% 776
2016
Q4 		$55K Sell
920
-178
-16% -$9.66K 0.01% 740
2016
Q3 		$51K Buy
1,098
+179
+19% +$8.35K 0.01% 766
2016
Q2 		$41K Buy
919
+162
+21% +$7.26K 0.01% 787
2016
Q1 		$33K Sell
757
-8
-1% -$315 0.01% 803
2015
Q4 		$31K Buy
+765
New +$31.2K 0.01% 829

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AIT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Applied Industrial Technologies (AIT) in Q2 2019, closing a stake of 718 shares — an estimated $43K sold.

Wealthspire Advisors (Maryland) first reported a position in AIT in Q4 2015 and held it in 14 quarters. The position peaked at $73K in Q3 2018. 216 funds tracked by Wall St. Rank hold AIT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Applied Industrial Technologies position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 718 Applied Industrial Technologies shares in Q2 2019, an estimated $43K.
  • Wealthspire Advisors (Maryland) first reported a position in Applied Industrial Technologies in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Applied Industrial Technologies position peaked at $73K in Q3 2018.
  • 216 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.