Laurie J. Hall Trustee’s Advanced Energy AEIS Stock Holding History

Laurie J. Hall Trustee’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 Q1	–	Sell	-70	Closed	-$6K	–	260
2022 Q4	$6K	Sell	70 -45	-39%	-$3.78K	﹤0.01%	247
2022 Q3	$9K	Sell	115 -55	-32%	-$4.72K	﹤0.01%	251
2022 Q2	$12K	Hold	170	–	–	0.01%	251
2022 Q1	$15K	Buy	170 +10	+6%	+$866	0.01%	253
2021 Q4	$15K	Hold	160	–	–	0.01%	259
2021 Q3	$14K	Sell	160 -110	-41%	-$10.3K	0.01%	262
2021 Q2	$30K	Hold	270	–	–	0.01%	233
2021 Q1	$29K	Hold	270	–	–	0.01%	240
2020 Q4	$26K	Hold	270	–	–	0.01%	239
2020 Q3	$17K	Buy	+270	New	+$18.9K	0.01%	244
2019 Q4	$13K	Buy	180 +90	+100%	+$5.6K	0.01%	258
2019 Q3	$5K	Hold	90	–	–	﹤0.01%	285
2019 Q2	$5K	Hold	90	–	–	﹤0.01%	295
2019 Q1	$4K	Hold	90	–	–	﹤0.01%	307
2018 Q4	$4K	Sell	90 -20	-18%	-$891	﹤0.01%	306
2018 Q3	$6K	Hold	110	–	–	﹤0.01%	319
2018 Q2	$6K	Hold	110	–	–	﹤0.01%	315
2018 Q1	$7K	Buy	+110	New	+$7.6K	﹤0.01%	305

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Laurie J. Hall Trustee's AEIS Position: Q1 2023 in Review

Laurie J. Hall Trustee sold out of Advanced Energy (AEIS) in Q1 2023, closing a stake of 70 shares — an estimated $6K sold.

Laurie J. Hall Trustee first reported a position in AEIS in Q1 2018 and held it in 18 quarters. The position peaked at $30K in Q2 2021. 287 funds tracked by Wall St. Rank hold AEIS as of Q1 2023.

Laurie J. Hall Trustee reported no remaining Advanced Energy position as of Q1 2023 after selling out during the quarter.
Laurie J. Hall Trustee sold 70 Advanced Energy shares in Q1 2023, an estimated $6K.
Laurie J. Hall Trustee first reported a position in Advanced Energy in Q1 2018 and held it in 18 quarters.
Laurie J. Hall Trustee's Advanced Energy position peaked at $30K in Q2 2021.
287 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2023, filed 7 Apr 2023.