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Benjamin F. Edwards & Company’s Advanced Energy AEIS Stock Holding History

Benjamin F. Edwards & Company’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 		$3K Buy
+27
New +$2.76K ﹤0.01% 1966
2017
Q4 		– Sell
-675
Closed -$55K – 1571
2017
Q3 		$55K Hold
675
– – 0.01% 749
2017
Q2 		$44K Buy
+675
New +$49.3K 0.01% 744

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Benjamin F. Edwards & Company's AEIS Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in Advanced Energy (AEIS) in Q2 2024: 27 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1966 among its holdings. This is a return to the name: Benjamin F. Edwards & Company previously reported a position in AEIS as recently as Q3 2017.

Benjamin F. Edwards & Company first reported a position in AEIS in Q2 2017 and has held it in 3 quarters since. The position peaked at $55K in Q3 2017. 305 funds tracked by Wall St. Rank hold AEIS as of Q2 2024.

  • Benjamin F. Edwards & Company held 27 shares of Advanced Energy worth $3K as of Q2 2024.
  • Advanced Energy was a new Benjamin F. Edwards & Company position in Q2 2024.
  • Advanced Energy made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1966 holding.
  • Benjamin F. Edwards & Company first reported a position in Advanced Energy in Q2 2017 and has held it in 3 quarters since.
  • Benjamin F. Edwards & Company's Advanced Energy position peaked at $55K in Q3 2017.
  • 305 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.