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Kapitalo Investimentos’s Advanced Energy AEIS Stock Holding History

Kapitalo Investimentos’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
2023
Q4 		– Sell
-3,634
Closed -$375K – 533
2023
Q3 		$375K Buy
+3,634
New +$407K 0.05% 157

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kapitalo Investimentos's AEIS Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Advanced Energy (AEIS) in Q4 2023, closing a stake of 3,634 shares — an estimated $375K sold.

Kapitalo Investimentos first reported a position in AEIS in Q3 2023 and held it in 1 quarter. The position peaked at $375K in Q3 2023. 291 funds tracked by Wall St. Rank hold AEIS as of Q4 2023.

  • Kapitalo Investimentos reported no remaining Advanced Energy position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,634 Advanced Energy shares in Q4 2023, an estimated $375K.
  • Kapitalo Investimentos first reported a position in Advanced Energy in Q3 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's Advanced Energy position peaked at $375K in Q3 2023.
  • 291 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.