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BerganKDV Wealth Management’s Advanced Energy AEIS Stock Holding History

BerganKDV Wealth 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
Q1 		– Sell
-150
Closed -$12.9K – 1060
2022
Q4 		$12.9K Buy
+150
New +$12.6K ﹤0.01% 549

Other funds holding AEIS

BlackRock
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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

BerganKDV Wealth Management's AEIS Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Advanced Energy (AEIS) in Q1 2023, closing a stake of 150 shares — an estimated $12.9K sold.

BerganKDV Wealth Management first reported a position in AEIS in Q4 2022 and held it in 1 quarter. The position peaked at $12.9K in Q4 2022. 287 funds tracked by Wall St. Rank hold AEIS as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining Advanced Energy position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 150 Advanced Energy shares in Q1 2023, an estimated $12.9K.
  • BerganKDV Wealth Management first reported a position in Advanced Energy in Q4 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Advanced Energy position peaked at $12.9K in Q4 2022.
  • 287 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.