B. Riley Wealth Advisors’s Advanced Energy AEIS Stock Holding History

B. Riley Wealth Advisors’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	-2,014	Closed	-$208K	–	1386
2024 Q1	$208K	Buy	+2,014	New	+$205K	0.01%	1256
2023 Q4	–	Sell	-2,014	Closed	-$208K	–	1388
2023 Q3	$208K	Sell	2,014 -654	-25%	-$73.3K	0.01%	1256
2023 Q2	$297K	Buy	+2,668	New	+$254K	0.01%	1127
2021 Q3	–	Sell	-3,715	Closed	-$419K	–	1408
2021 Q2	$419K	Buy	3,715 +1,344	+57%	+$142K	0.01%	856
2021 Q1	$259K	Buy	+2,371	New	+$257K	0.01%	1071
2018 Q1	–	Sell	-6,337	Closed	-$429K	–	668
2017 Q4	$429K	Sell	6,337 -9	-0.1%	-$725	0.06%	352
2017 Q3	$515K	Sell	6,346 -1,116	-15%	-$80.9K	0.09%	252
2017 Q2	$484K	Sell	7,462 -718	-9%	-$52.5K	0.09%	258
2017 Q1	$562K	Buy	8,180 +1,328	+19%	+$82.1K	0.11%	214
2016 Q4	$376K	Buy	+6,852	New	+$351K	0.08%	295

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

B. Riley Wealth Advisors's AEIS Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Advanced Energy (AEIS) in Q2 2024, closing a stake of 2,014 shares — an estimated $208K sold.

B. Riley Wealth Advisors first reported a position in AEIS in Q4 2016 and held it in 10 quarters. The position peaked at $562K in Q1 2017. 305 funds tracked by Wall St. Rank hold AEIS as of Q2 2024.

B. Riley Wealth Advisors reported no remaining Advanced Energy position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,014 Advanced Energy shares in Q2 2024, an estimated $208K.
B. Riley Wealth Advisors first reported a position in Advanced Energy in Q4 2016 and held it in 10 quarters.
B. Riley Wealth Advisors's Advanced Energy position peaked at $562K in Q1 2017.
305 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.