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CarsonAllaria Wealth Management’s Aehr Test Systems AEHR Stock Holding History

CarsonAllaria Wealth Management’s Portfolio AEHR Stock Details AEHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-250
Closed -$5K – 371
2022
Q4 		$5K Hold
250
– – ﹤0.01% 228
2022
Q3 		$4K Hold
250
– – ﹤0.01% 234
2022
Q2 		$2K Hold
250
– – ﹤0.01% 274
2022
Q1 		$3K Buy
+250
New +$3.2K ﹤0.01% 280

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CarsonAllaria Wealth Management's AEHR Position: Q1 2023 in Review

CarsonAllaria Wealth Management sold out of Aehr Test Systems (AEHR) in Q1 2023, closing a stake of 250 shares — an estimated $5K sold.

CarsonAllaria Wealth Management first reported a position in AEHR in Q1 2022 and held it in 4 quarters. The position peaked at $5K in Q4 2022. 144 funds tracked by Wall St. Rank hold AEHR as of Q1 2023.

  • CarsonAllaria Wealth Management reported no remaining Aehr Test Systems position as of Q1 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 250 Aehr Test Systems shares in Q1 2023, an estimated $5K.
  • CarsonAllaria Wealth Management first reported a position in Aehr Test Systems in Q1 2022 and held it in 4 quarters.
  • CarsonAllaria Wealth Management's Aehr Test Systems position peaked at $5K in Q4 2022.
  • 144 funds tracked by Wall St. Rank held Aehr Test Systems as of Q1 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.