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Choreo LLC’s Advanced Energy AEIS Stock Holding History

Choreo LLC’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
2026
Q1 		$597K Sell
1,851
-84
-4% -$24.3K 0.01% 839
2025
Q4 		$413K Buy
1,935
+186
+11% +$37.9K 0.01% 1019
2025
Q3 		$298K Sell
1,749
-2,305
-57% -$347K ﹤0.01% 1234
2025
Q2 		$537K Buy
+4,054
New +$447K 0.01% 858
2025
Q1 		– Sell
-1,774
Closed -$204K – 1444
2024
Q4 		$204K Buy
+1,774
New +$199K ﹤0.01% 1426
2017
Q3 		– Sell
-3,274
Closed -$212K – 268
2017
Q2 		$212K Buy
3,274
+174
+6% +$12.7K 0.03% 250
2017
Q1 		$213K Buy
+3,100
New +$192K 0.03% 247

Other funds holding AEIS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return