CSWM
AEHR icon

Cassady Schiller Wealth Management’s Aehr Test Systems AEHR Stock Holding History

Cassady Schiller 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
Q3 		– Sell
-100
Closed -$4.13K – 451
2023
Q2 		$4.13K Hold
100
– – ﹤0.01% 398
2023
Q1 		$3.1K Hold
100
– – ﹤0.01% 382
2022
Q4 		$2.01K Buy
+100
New +$2.14K ﹤0.01% 417

Other funds holding AEHR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cassady Schiller Wealth Management's AEHR Position: Q3 2023 in Review

Cassady Schiller Wealth Management sold out of Aehr Test Systems (AEHR) in Q3 2023, closing a stake of 100 shares — an estimated $4.13K sold.

Cassady Schiller Wealth Management first reported a position in AEHR in Q4 2022 and held it in 3 quarters. The position peaked at $4.13K in Q2 2023. 153 funds tracked by Wall St. Rank hold AEHR as of Q3 2023.

  • Cassady Schiller Wealth Management reported no remaining Aehr Test Systems position as of Q3 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 100 Aehr Test Systems shares in Q3 2023, an estimated $4.13K.
  • Cassady Schiller Wealth Management first reported a position in Aehr Test Systems in Q4 2022 and held it in 3 quarters.
  • Cassady Schiller Wealth Management's Aehr Test Systems position peaked at $4.13K in Q2 2023.
  • 153 funds tracked by Wall St. Rank held Aehr Test Systems as of Q3 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.