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Interchange Capital Partners’s Advanced Energy AEIS Stock Holding History

Interchange Capital 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
2021
Q1 		– Sell
-148
Closed -$14K – 243
2020
Q4 		$14K Buy
+148
New +$12.6K 0.01% 718

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Interchange Capital Partners's AEIS Position: Q1 2021 in Review

Interchange Capital Partners sold out of Advanced Energy (AEIS) in Q1 2021, closing a stake of 148 shares — an estimated $14K sold.

Interchange Capital Partners first reported a position in AEIS in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 299 funds tracked by Wall St. Rank hold AEIS as of Q1 2021.

  • Interchange Capital Partners reported no remaining Advanced Energy position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 148 Advanced Energy shares in Q1 2021, an estimated $14K.
  • Interchange Capital Partners first reported a position in Advanced Energy in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Advanced Energy position peaked at $14K in Q4 2020.
  • 299 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.