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Belpointe Asset Management’s Advanced Energy AEIS Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-105
Closed -$10.3K – 659
2023
Q1 		$10.3K Hold
105
– – ﹤0.01% 2709
2022
Q4 		$9.01K Buy
+105
New +$8.82K ﹤0.01% 2675

Other funds holding AEIS

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Belpointe Asset Management's AEIS Position: Q2 2023 in Review

Belpointe Asset Management sold out of Advanced Energy (AEIS) in Q2 2023, closing a stake of 105 shares — an estimated $10.3K sold.

Belpointe Asset Management first reported a position in AEIS in Q4 2022 and held it in 2 quarters. The position peaked at $10.3K in Q1 2023. 289 funds tracked by Wall St. Rank hold AEIS as of Q2 2023.

  • Belpointe Asset Management reported no remaining Advanced Energy position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 105 Advanced Energy shares in Q2 2023, an estimated $10.3K.
  • Belpointe Asset Management first reported a position in Advanced Energy in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Advanced Energy position peaked at $10.3K in Q1 2023.
  • 289 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.