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Aaron Wealth Advisors’s Advanced Energy AEIS Stock Holding History

Aaron Wealth Advisors’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,018
Closed -$128K – 204
2022
Q1 		$128K Buy
+11,018
New +$954K ﹤0.01% 853

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aaron Wealth Advisors's AEIS Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Advanced Energy (AEIS) in Q2 2022, closing a stake of 11,018 shares — an estimated $128K sold.

Aaron Wealth Advisors first reported a position in AEIS in Q1 2022 and held it in 1 quarter. The position peaked at $128K in Q1 2022. 260 funds tracked by Wall St. Rank hold AEIS as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Advanced Energy position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 11,018 Advanced Energy shares in Q2 2022, an estimated $128K.
  • Aaron Wealth Advisors first reported a position in Advanced Energy in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's Advanced Energy position peaked at $128K in Q1 2022.
  • 260 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.