AXQ Capital’s Advanced Energy AEIS Stock Holding History

AXQ Capital’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	-2,338	Closed	-$229K	–	268
2023 Q1	$229K	Buy	+2,338	New	+$220K	0.09%	376

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

AXQ Capital's AEIS Position: Q2 2023 in Review

AXQ Capital sold out of Advanced Energy (AEIS) in Q2 2023, closing a stake of 2,338 shares — an estimated $229K sold.

AXQ Capital first reported a position in AEIS in Q1 2023 and held it in 1 quarter. The position peaked at $229K in Q1 2023. 289 funds tracked by Wall St. Rank hold AEIS as of Q2 2023.

AXQ Capital reported no remaining Advanced Energy position as of Q2 2023 after selling out during the quarter.
AXQ Capital sold 2,338 Advanced Energy shares in Q2 2023, an estimated $229K.
AXQ Capital first reported a position in Advanced Energy in Q1 2023 and held it in 1 quarter.
AXQ Capital's Advanced Energy position peaked at $229K in Q1 2023.
289 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2023.

Based on AXQ Capital's 13F filing for Q2 2023, filed 11 Aug 2023.