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Garrett Wealth Advisory Group’s Advanced Energy AEIS Stock Holding History

Garrett Wealth Advisory Group’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 		– Sell
-19
Closed -$1.09K – 67
2019
Q3 		$1.09K Buy
+19
New +$1.03K ﹤0.01% 702

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
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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Garrett Wealth Advisory Group's AEIS Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Advanced Energy (AEIS) in Q4 2019, closing a stake of 19 shares — an estimated $1.09K sold.

Garrett Wealth Advisory Group first reported a position in AEIS in Q3 2019 and held it in 1 quarter. The position peaked at $1.09K in Q3 2019. 253 funds tracked by Wall St. Rank hold AEIS as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Advanced Energy position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 19 Advanced Energy shares in Q4 2019, an estimated $1.09K.
  • Garrett Wealth Advisory Group first reported a position in Advanced Energy in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Advanced Energy position peaked at $1.09K in Q3 2019.
  • 253 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.