IWP
AEIS icon

Icon Wealth Partners’s Advanced Energy AEIS Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-207
Closed -$10K – 174
2019
Q1 		$10K Buy
+207
New +$10.1K ﹤0.01% 659
2018
Q3 		– Sell
-170
Closed -$10K – 277
2018
Q2 		$10K Buy
+170
New +$10.7K ﹤0.01% 690
2018
Q1 		– Sell
-161
Closed -$11K – 261
2017
Q4 		$11K Buy
+161
New +$13K 0.01% 693

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Icon Wealth Partners's AEIS Position: Q2 2019 in Review

Icon Wealth Partners sold out of Advanced Energy (AEIS) in Q2 2019, closing a stake of 207 shares — an estimated $10K sold.

Icon Wealth Partners first reported a position in AEIS in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q4 2017. 223 funds tracked by Wall St. Rank hold AEIS as of Q2 2019.

  • Icon Wealth Partners reported no remaining Advanced Energy position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 207 Advanced Energy shares in Q2 2019, an estimated $10K.
  • Icon Wealth Partners first reported a position in Advanced Energy in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Advanced Energy position peaked at $11K in Q4 2017.
  • 223 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.