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Coppell Advisory Solutions’s Advanced Energy AEIS Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-206
Closed -$23.7K – 356
2024
Q4 		$23.7K Buy
+206
New +$23.2K ﹤0.01% 808
2023
Q4 		– Sell
-523
Closed -$44.9K – 1726
2023
Q3 		$44.9K Buy
+523
New +$58.6K 0.02% 345
2023
Q1 		– Sell
-1,046
Closed -$89.7K – 217
2022
Q4 		$89.7K Buy
+1,046
New +$87.8K 0.03% 228

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Coppell Advisory Solutions's AEIS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Advanced Energy (AEIS) in Q1 2025, closing a stake of 206 shares — an estimated $23.7K sold.

Coppell Advisory Solutions first reported a position in AEIS in Q4 2022 and held it in 3 quarters. The position peaked at $89.7K in Q4 2022. 355 funds tracked by Wall St. Rank hold AEIS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Advanced Energy position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 206 Advanced Energy shares in Q1 2025, an estimated $23.7K.
  • Coppell Advisory Solutions first reported a position in Advanced Energy in Q4 2022 and held it in 3 quarters.
  • Coppell Advisory Solutions's Advanced Energy position peaked at $89.7K in Q4 2022.
  • 355 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.