Claris Advisors’s Advanced Energy AEIS Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-2	Closed	-$210	–	98
2024 Q3	$210	Buy	+2	New	+$210	﹤0.01%	946

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Claris Advisors's AEIS Position: Q4 2024 in Review

Claris Advisors sold out of Advanced Energy (AEIS) in Q4 2024, closing a stake of 2 shares — an estimated $210 sold.

Claris Advisors first reported a position in AEIS in Q3 2024 and held it in 1 quarter. The position peaked at $210 in Q3 2024. 319 funds tracked by Wall St. Rank hold AEIS as of Q4 2024.

Claris Advisors reported no remaining Advanced Energy position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Advanced Energy shares in Q4 2024, an estimated $210.
Claris Advisors first reported a position in Advanced Energy in Q3 2024 and held it in 1 quarter.
Claris Advisors's Advanced Energy position peaked at $210 in Q3 2024.
319 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.