DCM Advisors’s Advanced Energy AEIS Stock Holding History

DCM 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
2021 Q2	–	Sell	-9,963	Closed	-$1.09M	–	243
2021 Q1	$1.09M	Buy	9,963 +3,963	+66%	+$430K	0.63%	51
2020 Q4	$582K	Buy	+6,000	New	+$511K	0.34%	93

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DCM Advisors's AEIS Position: Q2 2021 in Review

DCM Advisors sold out of Advanced Energy (AEIS) in Q2 2021, closing a stake of 9,963 shares — an estimated $1.09M sold.

DCM Advisors first reported a position in AEIS in Q4 2020 and held it in 2 quarters. The position peaked at $1.09M in Q1 2021. 278 funds tracked by Wall St. Rank hold AEIS as of Q2 2021.

DCM Advisors reported no remaining Advanced Energy position as of Q2 2021 after selling out during the quarter.
DCM Advisors sold 9,963 Advanced Energy shares in Q2 2021, an estimated $1.09M.
DCM Advisors first reported a position in Advanced Energy in Q4 2020 and held it in 2 quarters.
DCM Advisors's Advanced Energy position peaked at $1.09M in Q1 2021.
278 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2021.

Based on DCM Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.