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Almanack Investment Partners’s Advanced Energy AEIS Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-84
Closed -$7K – 188
2022
Q3 		$7K Buy
+84
New +$7.21K ﹤0.01% 519

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Almanack Investment Partners's AEIS Position: Q4 2022 in Review

Almanack Investment Partners sold out of Advanced Energy (AEIS) in Q4 2022, closing a stake of 84 shares — an estimated $7K sold.

Almanack Investment Partners first reported a position in AEIS in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 306 funds tracked by Wall St. Rank hold AEIS as of Q4 2022.

  • Almanack Investment Partners reported no remaining Advanced Energy position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 84 Advanced Energy shares in Q4 2022, an estimated $7K.
  • Almanack Investment Partners first reported a position in Advanced Energy in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Advanced Energy position peaked at $7K in Q3 2022.
  • 306 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.