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Independent Advisor Alliance’s Aehr Test Systems AEHR Stock Holding History

Independent Advisor Alliance’s Portfolio AEHR Stock Details AEHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,010
Closed -$229K – 679
2023
Q3 		$229K Buy
5,010
+10
+0.2% +$464 0.01% 584
2023
Q2 		$206K Buy
+5,000
New +$164K 0.01% 613

Other funds holding AEHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Advisor Alliance's AEHR Position: Q4 2023 in Review

Independent Advisor Alliance sold out of Aehr Test Systems (AEHR) in Q4 2023, closing a stake of 5,010 shares — an estimated $229K sold.

Independent Advisor Alliance first reported a position in AEHR in Q2 2023 and held it in 2 quarters. The position peaked at $229K in Q3 2023. 168 funds tracked by Wall St. Rank hold AEHR as of Q4 2023.

  • Independent Advisor Alliance reported no remaining Aehr Test Systems position as of Q4 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,010 Aehr Test Systems shares in Q4 2023, an estimated $229K.
  • Independent Advisor Alliance first reported a position in Aehr Test Systems in Q2 2023 and held it in 2 quarters.
  • Independent Advisor Alliance's Aehr Test Systems position peaked at $229K in Q3 2023.
  • 168 funds tracked by Wall St. Rank held Aehr Test Systems as of Q4 2023.

Based on Independent Advisor Alliance's 13F filing for Q4 2023, filed 8 Feb 2024.