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LGT Financial Advisors’s Advanced Energy AEIS Stock Holding History

LGT Financial Advisors’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
-68
Closed -$7.86K – 309
2024
Q4 		$7.86K Hold
68
– – 0.02% 476
2024
Q3 		$7.16K Hold
68
– – 0.02% 468
2024
Q2 		$7.4K Hold
68
– – 0.02% 531
2024
Q1 		$6.93K Hold
68
– – 0.01% 556
2023
Q4 		$7.41K Hold
68
– – 0.01% 552
2023
Q3 		$7.01K Buy
+68
New +$7.62K 0.01% 550

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 $3.38T 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

LGT Financial Advisors's AEIS Position: Q1 2025 in Review

LGT Financial Advisors sold out of Advanced Energy (AEIS) in Q1 2025, closing a stake of 68 shares — an estimated $7.86K sold.

LGT Financial Advisors first reported a position in AEIS in Q3 2023 and held it in 6 quarters. The position peaked at $7.86K in Q4 2024. 355 funds tracked by Wall St. Rank hold AEIS as of Q1 2025.

  • LGT Financial Advisors reported no remaining Advanced Energy position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 68 Advanced Energy shares in Q1 2025, an estimated $7.86K.
  • LGT Financial Advisors first reported a position in Advanced Energy in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Advanced Energy position peaked at $7.86K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.