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Harvest Group Wealth Management’s Advanced Energy AEIS Stock Holding History

Harvest Group Wealth 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
2020
Q1 		– Sell
-71
Closed -$5K – 481
2019
Q4 		$5K Hold
71
– – ﹤0.01% 347
2019
Q3 		$4K Hold
71
– – ﹤0.01% 442
2019
Q2 		$3K Hold
71
– – ﹤0.01% 427
2019
Q1 		$4K Buy
+71
New +$3.45K ﹤0.01% 409

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harvest Group Wealth Management's AEIS Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Advanced Energy (AEIS) in Q1 2020, closing a stake of 71 shares — an estimated $5K sold.

Harvest Group Wealth Management first reported a position in AEIS in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 224 funds tracked by Wall St. Rank hold AEIS as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Advanced Energy position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 71 Advanced Energy shares in Q1 2020, an estimated $5K.
  • Harvest Group Wealth Management first reported a position in Advanced Energy in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Advanced Energy position peaked at $5K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.