Level Four Advisory Services’s Advanced Energy AEIS Stock Holding History

Level Four Advisory Services’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
2021 Q2	–	Sell	-2,216	Closed	-$242K	–	639
2021 Q1	$242K	Buy	+2,216	New	+$240K	0.02%	558

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Level Four Advisory Services's AEIS Position: Q2 2021 in Review

Level Four Advisory Services sold out of Advanced Energy (AEIS) in Q2 2021, closing a stake of 2,216 shares — an estimated $242K sold.

Level Four Advisory Services first reported a position in AEIS in Q1 2021 and held it in 1 quarter. The position peaked at $242K in Q1 2021. 278 funds tracked by Wall St. Rank hold AEIS as of Q2 2021.

Level Four Advisory Services reported no remaining Advanced Energy position as of Q2 2021 after selling out during the quarter.
Level Four Advisory Services sold 2,216 Advanced Energy shares in Q2 2021, an estimated $242K.
Level Four Advisory Services first reported a position in Advanced Energy in Q1 2021 and held it in 1 quarter.
Level Four Advisory Services's Advanced Energy position peaked at $242K in Q1 2021.
278 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2021.

Based on Level Four Advisory Services's 13F filing for Q2 2021, filed 9 Aug 2021.