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Global Financial Private Client’s Advanced Energy AEIS Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-6
Closed -$572 – 250
2025
Q1 		$572 Buy
6
+4
+200% +$457 ﹤0.01% 1234
2024
Q4 		$231 Buy
+2
New +$225 ﹤0.01% 1213
2022
Q1 		– Sell
-1,344
Closed -$122K – 654
2021
Q4 		$122K Buy
1,344
+248
+23% +$22.1K 0.06% 180
2021
Q3 		$97.4K Buy
1,096
+364
+50% +$34K 0.05% 186
2021
Q2 		$81.3K Buy
732
+718
+5,129% +$76.1K 0.05% 201
2021
Q1 		$1.63K Buy
+14
New +$1.52K ﹤0.01% 455

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Financial Private Client's AEIS Position: Q2 2025 in Review

Global Financial Private Client sold out of Advanced Energy (AEIS) in Q2 2025, closing a stake of 6 shares — an estimated $572 sold.

Global Financial Private Client first reported a position in AEIS in Q1 2021 and held it in 6 quarters. The position peaked at $122K in Q4 2021. 371 funds tracked by Wall St. Rank hold AEIS as of Q2 2025.

  • Global Financial Private Client reported no remaining Advanced Energy position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 6 Advanced Energy shares in Q2 2025, an estimated $572.
  • Global Financial Private Client first reported a position in Advanced Energy in Q1 2021 and held it in 6 quarters.
  • Global Financial Private Client's Advanced Energy position peaked at $122K in Q4 2021.
  • 371 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.