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

Dakota 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
Q4 		– Sell
-51,696
Closed -$2.36M – 659
2023
Q3 		$2.36M Buy
51,696
+8,053
+18% +$373K 0.1% 179
2023
Q2 		$1.8M Buy
43,643
+25,886
+146% +$849K 0.08% 195
2023
Q1 		$551K Buy
17,757
+6,536
+58% +$211K 0.04% 351
2022
Q4 		$226K Buy
+11,221
New +$240K 0.02% 521

Other funds holding AEHR

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
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dakota Wealth Management's AEHR Position: Q4 2023 in Review

Dakota Wealth Management sold out of Aehr Test Systems (AEHR) in Q4 2023, closing a stake of 51,696 shares — an estimated $2.36M sold.

Dakota Wealth Management first reported a position in AEHR in Q4 2022 and held it in 4 quarters. The position peaked at $2.36M in Q3 2023. 168 funds tracked by Wall St. Rank hold AEHR as of Q4 2023.

  • Dakota Wealth Management reported no remaining Aehr Test Systems position as of Q4 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 51,696 Aehr Test Systems shares in Q4 2023, an estimated $2.36M.
  • Dakota Wealth Management first reported a position in Aehr Test Systems in Q4 2022 and held it in 4 quarters.
  • Dakota Wealth Management's Aehr Test Systems position peaked at $2.36M in Q3 2023.
  • 168 funds tracked by Wall St. Rank held Aehr Test Systems as of Q4 2023.

Based on Dakota Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.