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High Note Wealth’s Advanced Energy AEIS Stock Holding History

High Note Wealth’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
2026
Q1 		$10.6K Sell
33
-2
-6% -$580 ﹤0.01% 359
2025
Q4 		$7.33K Sell
35
-2
-5% -$407 ﹤0.01% 390
2025
Q3 		$6.29K Sell
37
-3
-8% -$452 ﹤0.01% 385
2025
Q2 		$5.3K Buy
40
+20
+100% +$2.2K ﹤0.01% 403
2025
Q1 		$1.91K Hold
20
– – ﹤0.01% 675
2024
Q4 		$2.31K Buy
+20
New +$2.25K ﹤0.01% 657

Other funds holding AEIS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return