Financial Gravity Asset Management’s Advanced Energy AEIS Stock Holding History

Financial Gravity Asset 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
2019 Q4	$71K	Buy	27 +3	+13%	+$187	0.05%	468
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	964
2019 Q2	$1K	Sell	24 -13	-35%	-$697	﹤0.01%	993
2019 Q1	$2K	Buy	+37	New	+$1.8K	﹤0.01%	895
2018 Q3	$4K	Buy	90 +10	+13%	+$579	﹤0.01%	753
2018 Q2	$5K	Sell	80 -35	-30%	-$2.21K	﹤0.01%	721
2018 Q1	$7K	Buy	+115	New	+$7.95K	0.01%	630

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

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

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

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

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

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

Financial Gravity Asset Management's AEIS Position: Q4 2019 in Review

Financial Gravity Asset Management increased its Advanced Energy (AEIS) stake by 13% in Q4 2019, buying an estimated $187 and bringing the position to 27 shares worth $71K. The position accounts for 0.05% of the portfolio, ranked #468.

Financial Gravity Asset Management first reported a position in AEIS in Q1 2018 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold AEIS as of Q4 2019.

Financial Gravity Asset Management held 27 shares of Advanced Energy worth $71K as of Q4 2019.
Financial Gravity Asset Management bought 3 Advanced Energy shares in Q4 2019, an estimated $187.
Advanced Energy made up 0.05% of Financial Gravity Asset Management's portfolio in Q4 2019, its #468 holding.
Financial Gravity Asset Management first reported a position in Advanced Energy in Q1 2018 and has held it in 7 quarters since.
253 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.