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Archford Capital Strategies’s Advanced Energy AEIS Stock Holding History

Archford Capital Strategies’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
-1,939
Closed -$219K – 314
2021
Q2 		$219K Buy
+1,939
New +$206K 0.05% 282

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Archford Capital Strategies's AEIS Position: Q3 2021 in Review

Archford Capital Strategies sold out of Advanced Energy (AEIS) in Q3 2021, closing a stake of 1,939 shares — an estimated $219K sold.

Archford Capital Strategies first reported a position in AEIS in Q2 2021 and held it in 1 quarter. The position peaked at $219K in Q2 2021. 258 funds tracked by Wall St. Rank hold AEIS as of Q3 2021.

  • Archford Capital Strategies reported no remaining Advanced Energy position as of Q3 2021 after selling out during the quarter.
  • Archford Capital Strategies sold 1,939 Advanced Energy shares in Q3 2021, an estimated $219K.
  • Archford Capital Strategies first reported a position in Advanced Energy in Q2 2021 and held it in 1 quarter.
  • Archford Capital Strategies's Advanced Energy position peaked at $219K in Q2 2021.
  • 258 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2021.

Based on Archford Capital Strategies's 13F filing for Q3 2021, filed 14 Oct 2021.