AWM
AEIS icon

AE Wealth Management’s Advanced Energy AEIS Stock Holding History

AE Wealth Management’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
2023
Q1 		– Sell
-6,647
Closed -$570K – 1870
2022
Q4 		$570K Sell
6,647
-131
-2% -$11K ﹤0.01% 1246
2022
Q3 		$525K Buy
+6,778
New +$582K ﹤0.01% 1237
2021
Q1 		– Sell
-6,373
Closed -$618K – 1473
2020
Q4 		$618K Sell
6,373
-2,883
-31% -$245K 0.01% 884
2020
Q3 		$583K Buy
+9,256
New +$646K 0.01% 833
2020
Q2 		– Sell
-7,320
Closed -$355K – 1255
2020
Q1 		$355K Buy
+7,320
New +$465K 0.01% 822

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Fidelity Investments
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Ameriprise
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State Street
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Victory Capital Management
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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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return