Kore Private Wealth’s Advanced Energy AEIS Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-25	Closed	-$1K	–	289
2020 Q2	$1K	Buy	+25	New	+$1.49K	﹤0.01%	1073

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Kore Private Wealth's AEIS Position: Q3 2020 in Review

Kore Private Wealth sold out of Advanced Energy (AEIS) in Q3 2020, closing a stake of 25 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in AEIS in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 258 funds tracked by Wall St. Rank hold AEIS as of Q3 2020.

Kore Private Wealth reported no remaining Advanced Energy position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 25 Advanced Energy shares in Q3 2020, an estimated $1K.
Kore Private Wealth first reported a position in Advanced Energy in Q2 2020 and held it in 1 quarter.
Kore Private Wealth's Advanced Energy position peaked at $1K in Q2 2020.
258 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.