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Johnson Financial Group Inc (Wisconsin)’s Advanced Energy AEIS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025
Q1 		– Sell
-38
Closed -$4.37K – 850
2024
Q4 		$4.37K Buy
38
+3
+9% +$337 ﹤0.01% 738
2024
Q3 		$3.68K Buy
+35
New +$3.67K ﹤0.01% 821

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Johnson Financial Group Inc (Wisconsin)'s AEIS Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Advanced Energy (AEIS) in Q1 2025, closing a stake of 38 shares — an estimated $4.37K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in AEIS in Q3 2024 and held it in 2 quarters. The position peaked at $4.37K in Q4 2024. 355 funds tracked by Wall St. Rank hold AEIS as of Q1 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Advanced Energy position as of Q1 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 38 Advanced Energy shares in Q1 2025, an estimated $4.37K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Advanced Energy in Q3 2024 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Advanced Energy position peaked at $4.37K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.