AAS
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Ameritas Advisory Services’s Advanced Energy AEIS Stock Holding History

Ameritas Advisory Services’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
Q2 		– Sell
-17
Closed -$1.67K – 578
2023
Q1 		$1.67K Buy
+17
New +$1.6K ﹤0.01% 2445

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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

Ameritas Advisory Services's AEIS Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Advanced Energy (AEIS) in Q2 2023, closing a stake of 17 shares — an estimated $1.67K sold.

Ameritas Advisory Services first reported a position in AEIS in Q1 2023 and held it in 1 quarter. The position peaked at $1.67K in Q1 2023. 289 funds tracked by Wall St. Rank hold AEIS as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Advanced Energy position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 17 Advanced Energy shares in Q2 2023, an estimated $1.67K.
  • Ameritas Advisory Services first reported a position in Advanced Energy in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Advanced Energy position peaked at $1.67K in Q1 2023.
  • 289 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.