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Legacy Investment Solutions’s Advanced Energy AEIS Stock Holding History

Legacy Investment Solutions’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
2024
Q4 		– Sell
-5
Closed -$565 – 755
2024
Q3 		$565 Buy
+5
New +$525 ﹤0.01% 601

Other funds holding AEIS

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Vanguard Group
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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 $3.38T AUM 44.17% 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

Legacy Investment Solutions's AEIS Position: Q4 2024 in Review

Legacy Investment Solutions sold out of Advanced Energy (AEIS) in Q4 2024, closing a stake of 5 shares — an estimated $565 sold.

Legacy Investment Solutions first reported a position in AEIS in Q3 2024 and held it in 1 quarter. The position peaked at $565 in Q3 2024. 319 funds tracked by Wall St. Rank hold AEIS as of Q4 2024.

  • Legacy Investment Solutions reported no remaining Advanced Energy position as of Q4 2024 after selling out during the quarter.
  • Legacy Investment Solutions sold 5 Advanced Energy shares in Q4 2024, an estimated $565.
  • Legacy Investment Solutions first reported a position in Advanced Energy in Q3 2024 and held it in 1 quarter.
  • Legacy Investment Solutions's Advanced Energy position peaked at $565 in Q3 2024.
  • 319 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.