Wipfli Financial Advisors’s Applied Industrial Technologies AIT Stock Holding History

Wipfli Financial 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
2022 Q3	$31K	Buy	+300	New	+$30.8K	﹤0.01%	1341

Other funds holding AIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wipfli Financial Advisors's AIT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Applied Industrial Technologies (AIT) in Q3 2022: 300 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #1341 among its holdings.

295 funds tracked by Wall St. Rank hold AIT as of Q3 2022.

Wipfli Financial Advisors held 300 shares of Applied Industrial Technologies worth $31K as of Q3 2022.
Applied Industrial Technologies was a new Wipfli Financial Advisors position in Q3 2022.
Applied Industrial Technologies made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1341 holding.
295 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.