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Ashton Thomas Private Wealth’s Advanced Energy AEIS Stock Holding History

Ashton Thomas Private Wealth’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
2024
Q3 		– Sell
-104
Closed -$11.3K – 638
2024
Q2 		$11.3K Buy
+104
New +$10.6K ﹤0.01% 1301

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Ashton Thomas Private Wealth's AEIS Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Advanced Energy (AEIS) in Q3 2024, closing a stake of 104 shares — an estimated $11.3K sold.

Ashton Thomas Private Wealth first reported a position in AEIS in Q2 2024 and held it in 1 quarter. The position peaked at $11.3K in Q2 2024. 315 funds tracked by Wall St. Rank hold AEIS as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Advanced Energy position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 104 Advanced Energy shares in Q3 2024, an estimated $11.3K.
  • Ashton Thomas Private Wealth first reported a position in Advanced Energy in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Advanced Energy position peaked at $11.3K in Q2 2024.
  • 315 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.