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Independent Financial Group’s Aehr Test Systems AEHR Stock Holding History

Independent Financial Group’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
Q3 		– Sell
-5,716
Closed -$236K – 899
2023
Q2 		$236K Buy
+5,716
New +$188K 0.02% 754

Other funds holding AEHR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Financial Group's AEHR Position: Q3 2023 in Review

Independent Financial Group sold out of Aehr Test Systems (AEHR) in Q3 2023, closing a stake of 5,716 shares — an estimated $236K sold.

Independent Financial Group first reported a position in AEHR in Q2 2023 and held it in 1 quarter. The position peaked at $236K in Q2 2023. 153 funds tracked by Wall St. Rank hold AEHR as of Q3 2023.

  • Independent Financial Group reported no remaining Aehr Test Systems position as of Q3 2023 after selling out during the quarter.
  • Independent Financial Group sold 5,716 Aehr Test Systems shares in Q3 2023, an estimated $236K.
  • Independent Financial Group first reported a position in Aehr Test Systems in Q2 2023 and held it in 1 quarter.
  • Independent Financial Group's Aehr Test Systems position peaked at $236K in Q2 2023.
  • 153 funds tracked by Wall St. Rank held Aehr Test Systems as of Q3 2023.

Based on Independent Financial Group's 13F filing for Q3 2023, filed 12 Jun 2026.