APA
AEIS icon

American Portfolios Advisors’s Advanced Energy AEIS Stock Holding History

American Portfolios 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
2021
Q3 		– Sell
-216
Closed -$24.3K – 3467
2021
Q2 		$24.3K Buy
216
+130
+151% +$13.8K ﹤0.01% 2130
2021
Q1 		$9.39K Buy
+86
New +$9.32K ﹤0.01% 2408
2020
Q4 		– Sell
-8
Closed -$504 – 2977
2020
Q3 		$504 Buy
+8
New +$559 ﹤0.01% 2842

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Portfolios Advisors's AEIS Position: Q3 2021 in Review

American Portfolios Advisors sold out of Advanced Energy (AEIS) in Q3 2021, closing a stake of 216 shares — an estimated $24.3K sold.

American Portfolios Advisors first reported a position in AEIS in Q3 2020 and held it in 3 quarters. The position peaked at $24.3K in Q2 2021. 258 funds tracked by Wall St. Rank hold AEIS as of Q3 2021.

  • American Portfolios Advisors reported no remaining Advanced Energy position as of Q3 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 216 Advanced Energy shares in Q3 2021, an estimated $24.3K.
  • American Portfolios Advisors first reported a position in Advanced Energy in Q3 2020 and held it in 3 quarters.
  • American Portfolios Advisors's Advanced Energy position peaked at $24.3K in Q2 2021.
  • 258 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2021.

Based on American Portfolios Advisors's 13F filing for Q3 2021, filed 22 Mar 2023.