IndexIQ Advisors’s Advanced Energy AEIS Stock Holding History

IndexIQ Advisors’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
2022 Q1	$387K	Buy	+4,496	New	+$389K	0.01%	859
2019 Q1	–	Sell	-32,898	Closed	-$1.41M	–	577
2018 Q4	$1.41M	Sell	32,898 -2,677	-8%	-$119K	0.04%	348
2018 Q3	$1.84M	Buy	35,575 +1,344	+4%	+$77.8K	0.06%	364
2018 Q2	$1.99M	Buy	34,231 +2,756	+9%	+$174K	0.06%	363
2018 Q1	$2.01M	Buy	31,475 +10,916	+53%	+$754K	0.06%	293
2017 Q4	$1.39M	Buy	20,559 +7,915	+63%	+$638K	0.05%	300
2017 Q3	$1.02M	Buy	12,644 +5,753	+83%	+$417K	0.04%	224
2017 Q2	$446K	Buy	+6,891	New	+$504K	0.02%	370

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

IndexIQ Advisors's AEIS Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in Advanced Energy (AEIS) in Q1 2022: 4,496 shares worth $387K. The stake represents 0.01% of the portfolio and ranks #859 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in AEIS as recently as Q4 2018.

IndexIQ Advisors first reported a position in AEIS in Q2 2017 and has held it in 8 quarters since. The position peaked at $2.01M in Q1 2018. 268 funds tracked by Wall St. Rank hold AEIS as of Q1 2022.

IndexIQ Advisors held 4,496 shares of Advanced Energy worth $387K as of Q1 2022.
Advanced Energy was a new IndexIQ Advisors position in Q1 2022.
Advanced Energy made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #859 holding.
IndexIQ Advisors first reported a position in Advanced Energy in Q2 2017 and has held it in 8 quarters since.
IndexIQ Advisors's Advanced Energy position peaked at $2.01M in Q1 2018.
268 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.