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HBK Investments’s Advanced Energy AEIS Stock Holding History

HBK 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
Q4 		– Sell
-10,900
Closed -$1.12M – 210
2023
Q3 		$1.12M Buy
+10,900
New +$1.22M 0.01% 182
2018
Q2 		– Sell
-70,200
Closed -$4.49M – 993
2018
Q1 		$4.49M Buy
70,200
+23,800
+51% +$1.64M 0.03% 300
2017
Q4 		$3.13M Buy
46,400
+1,404
+3% +$113K 0.02% 351
2017
Q3 		$3.63M Sell
44,996
-11,404
-20% -$827K 0.02% 324
2017
Q2 		$3.65M Buy
+56,400
New +$4.12M 0.02% 293
2016
Q4 		– Sell
-22,600
Closed -$1.07M – 710
2016
Q3 		$1.07M Sell
22,600
-28,980
-56% -$1.23M 0.01% 500
2016
Q2 		$1.96M Buy
51,580
+1,080
+2% +$38.6K 0.01% 426
2016
Q1 		$1.76M Buy
50,500
+25,100
+99% +$734K 0.02% 460
2015
Q4 		$717K Buy
25,400
+8,500
+50% +$242K 0.01% 657
2015
Q3 		$444K Buy
16,900
+3,400
+25% +$87.7K ﹤0.01% 782
2015
Q2 		$371K Buy
+13,500
New +$366K ﹤0.01% 787
2014
Q4 		– Sell
-13,500
Closed -$254K – 957
2014
Q3 		$254K Buy
+13,500
New +$249K ﹤0.01% 868
2014
Q1 		– Sell
-48,118
Closed -$1.1M – 882
2013
Q4 		$1.1M Buy
48,118
+15,818
+49% +$339K 0.02% 431
2013
Q3 		$566K Buy
32,300
+7,000
+28% +$138K 0.01% 602
2013
Q2 		$440K Buy
+25,300
New +$452K 0.01% 600

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HBK Investments's AEIS Position: Q4 2023 in Review

HBK Investments sold out of Advanced Energy (AEIS) in Q4 2023, closing a stake of 10,900 shares — an estimated $1.12M sold.

HBK Investments first reported a position in AEIS in Q2 2013 and held it in 15 quarters. The position peaked at $4.49M in Q1 2018. 291 funds tracked by Wall St. Rank hold AEIS as of Q4 2023.

  • HBK Investments reported no remaining Advanced Energy position as of Q4 2023 after selling out during the quarter.
  • HBK Investments sold 10,900 Advanced Energy shares in Q4 2023, an estimated $1.12M.
  • HBK Investments first reported a position in Advanced Energy in Q2 2013 and held it in 15 quarters.
  • HBK Investments's Advanced Energy position peaked at $4.49M in Q1 2018.
  • 291 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2023.

Based on HBK Investments's 13F filing for Q4 2023, filed 14 Feb 2024.