Capital International Investors
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Capital International Investors’s Advanced Energy AEIS Stock Holding History

Capital International Investors’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
Q2 		– Sell
-261,162
Closed -$22.5M – 439
2022
Q1 		$22.5M Sell
261,162
-519,349
-67% -$45M 0.01% 402
2021
Q4 		$71.1M Hold
780,511
– – 0.02% 339
2021
Q3 		$68.5M Buy
780,511
+234,498
+43% +$21.9M 0.02% 329
2021
Q2 		$61.5M Buy
+546,013
New +$57.9M 0.01% 341

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

Capital International Investors's AEIS Position: Q2 2022 in Review

Capital International Investors sold out of Advanced Energy (AEIS) in Q2 2022, closing a stake of 261,162 shares — an estimated $22.5M sold.

Capital International Investors first reported a position in AEIS in Q2 2021 and held it in 4 quarters. The position peaked at $71.1M in Q4 2021. 260 funds tracked by Wall St. Rank hold AEIS as of Q2 2022.

  • Capital International Investors reported no remaining Advanced Energy position as of Q2 2022 after selling out during the quarter.
  • Capital International Investors sold 261,162 Advanced Energy shares in Q2 2022, an estimated $22.5M.
  • Capital International Investors first reported a position in Advanced Energy in Q2 2021 and held it in 4 quarters.
  • Capital International Investors's Advanced Energy position peaked at $71.1M in Q4 2021.
  • 260 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2022.

Based on Capital International Investors's 13F filing for Q2 2022, filed 15 Aug 2022.