Avior Wealth Management’s Advanced Energy AEIS Stock Holding History

Avior 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
2024 Q2	–	Sell	-8	Closed	-$815	–	2279
2024 Q1	$815	Buy	+8	New	+$816	﹤0.01%	2446

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's AEIS Position: Q2 2024 in Review

Avior Wealth Management sold out of Advanced Energy (AEIS) in Q2 2024, closing a stake of 8 shares — an estimated $815 sold.

Avior Wealth Management first reported a position in AEIS in Q1 2024 and held it in 1 quarter. The position peaked at $815 in Q1 2024. 305 funds tracked by Wall St. Rank hold AEIS as of Q2 2024.

Avior Wealth Management reported no remaining Advanced Energy position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 8 Advanced Energy shares in Q2 2024, an estimated $815.
Avior Wealth Management first reported a position in Advanced Energy in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's Advanced Energy position peaked at $815 in Q1 2024.
305 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.