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	-128	Closed	-$11K	–	204
2022 Q1	$11K	Buy	+128	New	+$11.1K	﹤0.01%	774

Other funds holding AEIS

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 128 shares — an estimated $11K sold.

Aaron Wealth Advisors first reported a position in AEIS in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 259 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 128 Advanced Energy shares in Q2 2022, an estimated $11K.
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 $11K in Q1 2022.
259 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.