BEI
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Benjamin Edwards Inc’s Advanced Energy AEIS Stock Holding History

Benjamin Edwards Inc’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
2022
Q1 		– Sell
-77
Closed -$7K – 690
2021
Q4 		$7K Buy
77
+61
+381% +$5.43K ﹤0.01% 615
2021
Q3 		$1K Buy
+16
New +$1.5K ﹤0.01% 520

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Benjamin Edwards Inc's AEIS Position: Q1 2022 in Review

Benjamin Edwards Inc sold out of Advanced Energy (AEIS) in Q1 2022, closing a stake of 77 shares — an estimated $7K sold.

Benjamin Edwards Inc first reported a position in AEIS in Q3 2021 and held it in 2 quarters. The position peaked at $7K in Q4 2021. 268 funds tracked by Wall St. Rank hold AEIS as of Q1 2022.

  • Benjamin Edwards Inc reported no remaining Advanced Energy position as of Q1 2022 after selling out during the quarter.
  • Benjamin Edwards Inc sold 77 Advanced Energy shares in Q1 2022, an estimated $7K.
  • Benjamin Edwards Inc first reported a position in Advanced Energy in Q3 2021 and held it in 2 quarters.
  • Benjamin Edwards Inc's Advanced Energy position peaked at $7K in Q4 2021.
  • 268 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2022.

Based on Benjamin Edwards Inc's 13F filing for Q1 2022, filed 4 May 2022.