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Fernwood Investment Management’s Advanced Energy AEIS Stock Holding History

Fernwood Investment Management’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
2024
Q2 		– Sell
-122
Closed -$12.4K – 205
2024
Q1 		$12.4K Buy
+122
New +$12.4K ﹤0.01% 531

Other funds holding AEIS

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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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fernwood Investment Management's AEIS Position: Q2 2024 in Review

Fernwood Investment Management sold out of Advanced Energy (AEIS) in Q2 2024, closing a stake of 122 shares — an estimated $12.4K sold.

Fernwood Investment Management first reported a position in AEIS in Q1 2024 and held it in 1 quarter. The position peaked at $12.4K in Q1 2024. 305 funds tracked by Wall St. Rank hold AEIS as of Q2 2024.

  • Fernwood Investment Management reported no remaining Advanced Energy position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 122 Advanced Energy shares in Q2 2024, an estimated $12.4K.
  • Fernwood Investment Management first reported a position in Advanced Energy in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Advanced Energy position peaked at $12.4K in Q1 2024.
  • 305 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.