GA
AEIS icon

GoalVest Advisory’s Advanced Energy AEIS Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-21
Closed -$2.29K – 410
2023
Q4 		$2.29K Sell
21
-61
-74% -$5.93K ﹤0.01% 327
2023
Q3 		$8.46K Buy
82
+23
+39% +$2.58K ﹤0.01% 305
2023
Q2 		$6.58K Buy
+59
New +$5.63K ﹤0.01% 279

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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

GoalVest Advisory's AEIS Position: Q1 2024 in Review

GoalVest Advisory sold out of Advanced Energy (AEIS) in Q1 2024, closing a stake of 21 shares — an estimated $2.29K sold.

GoalVest Advisory first reported a position in AEIS in Q2 2023 and held it in 3 quarters. The position peaked at $8.46K in Q3 2023. 310 funds tracked by Wall St. Rank hold AEIS as of Q1 2024.

  • GoalVest Advisory reported no remaining Advanced Energy position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 21 Advanced Energy shares in Q1 2024, an estimated $2.29K.
  • GoalVest Advisory first reported a position in Advanced Energy in Q2 2023 and held it in 3 quarters.
  • GoalVest Advisory's Advanced Energy position peaked at $8.46K in Q3 2023.
  • 310 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.