Delphia (USA)’s Advanced Energy AEIS Stock Holding History

Delphia (USA)’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
2023 Q1	–	Sell	-2,363	Closed	-$203K	–	261
2022 Q4	$203K	Buy	+2,363	New	+$198K	0.23%	199

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

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

Delphia (USA)'s AEIS Position: Q1 2023 in Review

Delphia (USA) sold out of Advanced Energy (AEIS) in Q1 2023, closing a stake of 2,363 shares — an estimated $203K sold.

Delphia (USA) first reported a position in AEIS in Q4 2022 and held it in 1 quarter. The position peaked at $203K in Q4 2022. 287 funds tracked by Wall St. Rank hold AEIS as of Q1 2023.

Delphia (USA) reported no remaining Advanced Energy position as of Q1 2023 after selling out during the quarter.
Delphia (USA) sold 2,363 Advanced Energy shares in Q1 2023, an estimated $203K.
Delphia (USA) first reported a position in Advanced Energy in Q4 2022 and held it in 1 quarter.
Delphia (USA)'s Advanced Energy position peaked at $203K in Q4 2022.
287 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2023.

Based on Delphia (USA)'s 13F filing for Q1 2023, filed 15 May 2023.