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Jeppson Wealth Management’s Advanced Energy AEIS Stock Holding History

Jeppson Wealth 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
2020
Q4 		– Sell
-350
Closed -$22K – 141
2020
Q3 		$22K Buy
+350
New +$24.4K 0.02% 321

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Jeppson Wealth Management's AEIS Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Advanced Energy (AEIS) in Q4 2020, closing a stake of 350 shares — an estimated $22K sold.

Jeppson Wealth Management first reported a position in AEIS in Q3 2020 and held it in 1 quarter. The position peaked at $22K in Q3 2020. 289 funds tracked by Wall St. Rank hold AEIS as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Advanced Energy position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 350 Advanced Energy shares in Q4 2020, an estimated $22K.
  • Jeppson Wealth Management first reported a position in Advanced Energy in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Advanced Energy position peaked at $22K in Q3 2020.
  • 289 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.