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Atticus Wealth Management’s Advanced Energy AEIS Stock Holding History

Atticus Wealth Management’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
Q4 		– Sell
-30
Closed -$3K – 437
2021
Q3 		$3K Hold
30
– – ﹤0.01% 373
2021
Q2 		$3K Buy
+30
New +$3.18K ﹤0.01% 337

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Atticus Wealth Management's AEIS Position: Q4 2021 in Review

Atticus Wealth Management sold out of Advanced Energy (AEIS) in Q4 2021, closing a stake of 30 shares — an estimated $3K sold.

Atticus Wealth Management first reported a position in AEIS in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 271 funds tracked by Wall St. Rank hold AEIS as of Q4 2021.

  • Atticus Wealth Management reported no remaining Advanced Energy position as of Q4 2021 after selling out during the quarter.
  • Atticus Wealth Management sold 30 Advanced Energy shares in Q4 2021, an estimated $3K.
  • Atticus Wealth Management first reported a position in Advanced Energy in Q2 2021 and held it in 2 quarters.
  • Atticus Wealth Management's Advanced Energy position peaked at $3K in Q3 2021.
  • 271 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2021.

Based on Atticus Wealth Management's 13F filing for Q4 2021, filed 26 Jan 2022.