DI
AEIS icon

Disciplined Investments’s Advanced Energy AEIS Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-7
Closed -$780 – 137
2023
Q2 		$780 Hold
7
– – ﹤0.01% 1066
2023
Q1 		$686 Buy
7
+1
+17% +$94 ﹤0.01% 1124
2022
Q4 		$515 Hold
6
– – ﹤0.01% 1185
2022
Q3 		$0 Sell
6
-1
-14% -$86 ﹤0.01% 1196
2022
Q2 		$1K Buy
7
+2
+40% +$155 ﹤0.01% 784
2022
Q1 		$0 Buy
+5
New +$433 ﹤0.01% 1310

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's AEIS Position: Q3 2023 in Review

Disciplined Investments sold out of Advanced Energy (AEIS) in Q3 2023, closing a stake of 7 shares — an estimated $780 sold.

Disciplined Investments first reported a position in AEIS in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 295 funds tracked by Wall St. Rank hold AEIS as of Q3 2023.

  • Disciplined Investments reported no remaining Advanced Energy position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Advanced Energy shares in Q3 2023, an estimated $780.
  • Disciplined Investments first reported a position in Advanced Energy in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Advanced Energy position peaked at $1K in Q2 2022.
  • 295 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.