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	–	211
2023 Q3	$1.12M	Buy	+10,900	New	+$1.22M	0.02%	182
2018 Q2	–	Sell	-70,200	Closed	-$4.49M	–	993
2018 Q1	$4.49M	Buy	70,200 +23,800	+51%	+$1.64M	0.04%	300
2017 Q4	$3.13M	Buy	46,400 +1,404	+3%	+$113K	0.03%	351
2017 Q3	$3.63M	Sell	44,996 -11,404	-20%	-$827K	0.03%	324
2017 Q2	$3.65M	Buy	+56,400	New	+$4.12M	0.03%	293
2016 Q4	–	Sell	-22,600	Closed	-$1.07M	–	710
2016 Q3	$1.07M	Sell	22,600 -28,980	-56%	-$1.23M	0.02%	500
2016 Q2	$1.96M	Buy	51,580 +1,080	+2%	+$38.6K	0.03%	426
2016 Q1	$1.76M	Buy	50,500 +25,100	+99%	+$734K	0.03%	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	0.03%	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 New York $5.7T AUM 30.48% 1-Year Est. Return

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return