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L.J. Altfest & Co’s Advanced Energy AEIS Stock Holding History

L.J. Altfest & Co’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
-4,586
Closed -$530K – 322
2024
Q4 		$530K Buy
4,586
+2,464
+116% +$277K 0.07% 204
2024
Q3 		$223K Buy
+2,122
New +$223K 0.03% 309

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

L.J. Altfest & Co's AEIS Position: Q1 2025 in Review

L.J. Altfest & Co sold out of Advanced Energy (AEIS) in Q1 2025, closing a stake of 4,586 shares — an estimated $530K sold.

L.J. Altfest & Co first reported a position in AEIS in Q3 2024 and held it in 2 quarters. The position peaked at $530K in Q4 2024. 355 funds tracked by Wall St. Rank hold AEIS as of Q1 2025.

  • L.J. Altfest & Co reported no remaining Advanced Energy position as of Q1 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 4,586 Advanced Energy shares in Q1 2025, an estimated $530K.
  • L.J. Altfest & Co first reported a position in Advanced Energy in Q3 2024 and held it in 2 quarters.
  • L.J. Altfest & Co's Advanced Energy position peaked at $530K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2025.

Based on L.J. Altfest & Co's 13F filing for Q1 2025, filed 9 May 2025.