Gradient Investments’s Advanced Energy AEIS Stock Holding History

Gradient Investments’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
2023 Q1	–	Sell	-15	Closed	-$1.29K	–	1511
2022 Q4	$1.29K	Buy	+15	New	+$1.26K	﹤0.01%	1155
2021 Q3	–	Sell	-1	Closed	–	–	1131
2021 Q2	$0	Buy	+1	New	+$106	﹤0.01%	1139

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Gradient Investments's AEIS Position: Q1 2023 in Review

Gradient Investments sold out of Advanced Energy (AEIS) in Q1 2023, closing a stake of 15 shares — an estimated $1.29K sold.

Gradient Investments first reported a position in AEIS in Q2 2021 and held it in 2 quarters. The position peaked at $1.29K in Q4 2022. 287 funds tracked by Wall St. Rank hold AEIS as of Q1 2023.

Gradient Investments reported no remaining Advanced Energy position as of Q1 2023 after selling out during the quarter.
Gradient Investments sold 15 Advanced Energy shares in Q1 2023, an estimated $1.29K.
Gradient Investments first reported a position in Advanced Energy in Q2 2021 and held it in 2 quarters.
Gradient Investments's Advanced Energy position peaked at $1.29K in Q4 2022.
287 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.