Evoke Wealth’s Advanced Energy AEIS Stock Holding History

Evoke Wealth’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
2020 Q1	–	Sell	-283	Closed	-$20.1K	–	1131
2019 Q4	$20.1K	Hold	283	–	–	﹤0.01%	588
2019 Q3	$16.2K	Buy	+283	New	+$15.3K	﹤0.01%	710

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Evoke Wealth's AEIS Position: Q1 2020 in Review

Evoke Wealth sold out of Advanced Energy (AEIS) in Q1 2020, closing a stake of 283 shares — an estimated $20.1K sold.

Evoke Wealth first reported a position in AEIS in Q3 2019 and held it in 2 quarters. The position peaked at $20.1K in Q4 2019. 224 funds tracked by Wall St. Rank hold AEIS as of Q1 2020.

Evoke Wealth reported no remaining Advanced Energy position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 283 Advanced Energy shares in Q1 2020, an estimated $20.1K.
Evoke Wealth first reported a position in Advanced Energy in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Advanced Energy position peaked at $20.1K in Q4 2019.
224 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.