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

Congress 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
2024
Q1 		– Sell
-92,980
Closed -$2.47M – 579
2023
Q4 		$2.47M Buy
+92,980
New +$2.71M 0.05% 291

Other funds holding AEHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Congress Wealth Management's AEHR Position: Q1 2024 in Review

Congress Wealth Management sold out of Aehr Test Systems (AEHR) in Q1 2024, closing a stake of 92,980 shares — an estimated $2.47M sold.

Congress Wealth Management first reported a position in AEHR in Q4 2023 and held it in 1 quarter. The position peaked at $2.47M in Q4 2023. 132 funds tracked by Wall St. Rank hold AEHR as of Q1 2024.

  • Congress Wealth Management reported no remaining Aehr Test Systems position as of Q1 2024 after selling out during the quarter.
  • Congress Wealth Management sold 92,980 Aehr Test Systems shares in Q1 2024, an estimated $2.47M.
  • Congress Wealth Management first reported a position in Aehr Test Systems in Q4 2023 and held it in 1 quarter.
  • Congress Wealth Management's Aehr Test Systems position peaked at $2.47M in Q4 2023.
  • 132 funds tracked by Wall St. Rank held Aehr Test Systems as of Q1 2024.

Based on Congress Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.