Institutional & Family Asset Management’s Advanced Energy AEIS Stock Holding History

Institutional & Family Asset Management’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	–	Sell	-447	Closed	-$41K	–	759
2021 Q4	$41K	Sell	447 -470	-51%	-$41.8K	0.01%	285
2021 Q3	$80K	Sell	917 -182	-17%	-$17K	0.01%	265
2021 Q2	$124K	Hold	1,099	–	–	0.02%	215
2021 Q1	$120K	Sell	1,099 -100	-8%	-$10.8K	0.02%	245
2020 Q4	$116K	Hold	1,199	–	–	0.02%	236
2020 Q3	$75K	Sell	1,199 -673	-36%	-$47K	0.02%	249
2020 Q2	$127K	Hold	1,872	–	–	0.03%	214
2020 Q1	$91K	Hold	1,872	–	–	0.02%	214
2019 Q4	$133K	Sell	1,872 -1,530	-45%	-$95.2K	0.03%	205
2019 Q3	$195K	Sell	3,402 -516	-13%	-$27.9K	0.04%	160
2019 Q2	$220K	Sell	3,918 -4,000	-51%	-$214K	0.05%	161
2019 Q1	$393K	Hold	7,918	–	–	0.08%	131
2018 Q4	$340K	Hold	7,918	–	–	0.08%	128
2018 Q3	$409K	Hold	7,918	–	–	0.08%	130
2018 Q2	$460K	Hold	7,918	–	–	0.1%	120
2018 Q1	$506K	Hold	7,918	–	–	0.11%	112
2017 Q4	$534K	Hold	7,918	–	–	0.1%	111
2017 Q3	$639K	Buy	7,918 +2,972	+60%	+$215K	0.13%	107
2017 Q2	$320K	Buy	+4,946	New	+$362K	0.08%	108

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 $3.38T AUM 44.17% 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

Institutional & Family Asset Management's AEIS Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of Advanced Energy (AEIS) in Q1 2022, closing a stake of 447 shares — an estimated $41K sold.

Institutional & Family Asset Management first reported a position in AEIS in Q2 2017 and held it in 19 quarters. The position peaked at $639K in Q3 2017. 268 funds tracked by Wall St. Rank hold AEIS as of Q1 2022.

Institutional & Family Asset Management reported no remaining Advanced Energy position as of Q1 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 447 Advanced Energy shares in Q1 2022, an estimated $41K.
Institutional & Family Asset Management first reported a position in Advanced Energy in Q2 2017 and held it in 19 quarters.
Institutional & Family Asset Management's Advanced Energy position peaked at $639K in Q3 2017.
268 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.