BDO Wealth Advisors’s Advanced Energy AEIS Stock Holding History

BDO 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
2023 Q2	$2.56K	Hold	23	–	–	﹤0.01%	837
2023 Q1	$2.25K	Hold	23	–	–	﹤0.01%	896
2022 Q4	$1.97K	Hold	23	–	–	﹤0.01%	871
2022 Q3	$2K	Hold	23	–	–	﹤0.01%	909
2022 Q2	$2K	Hold	23	–	–	﹤0.01%	880
2022 Q1	$2K	Hold	23	–	–	﹤0.01%	913
2021 Q4	$2K	Hold	23	–	–	﹤0.01%	925
2021 Q3	$2K	Hold	23	–	–	﹤0.01%	932
2021 Q2	$3K	Hold	23	–	–	﹤0.01%	926
2021 Q1	$3K	Hold	23	–	–	﹤0.01%	910
2020 Q4	$2K	Hold	23	–	–	﹤0.01%	749
2020 Q3	$1K	Buy	+23	New	+$1.61K	﹤0.01%	735

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BDO Wealth Advisors's AEIS Position: Q2 2023 in Review

BDO Wealth Advisors held its Advanced Energy (AEIS) position steady in Q2 2023 at 23 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

BDO Wealth Advisors first reported a position in AEIS in Q3 2020 and has held it in 12 quarters since. The position peaked at $3K in Q2 2021. 291 funds tracked by Wall St. Rank hold AEIS as of Q2 2023.

BDO Wealth Advisors held 23 shares of Advanced Energy worth $2.56K as of Q2 2023.
BDO Wealth Advisors left its Advanced Energy share count unchanged in Q2 2023.
Advanced Energy made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #837 holding.
BDO Wealth Advisors first reported a position in Advanced Energy in Q3 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's Advanced Energy position peaked at $3K in Q2 2021.
291 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.