Lindbrook Capital’s Advanced Energy AEIS Stock Holding History

Lindbrook Capital’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	$23.1K	Buy	242 +59	+32%	+$6.74K	﹤0.01%	1294
2024 Q4	$21.2K	Sell	183 -1	-0.5%	-$112	﹤0.01%	1262
2024 Q3	$19.4K	Buy	184 +6	+3%	+$630	﹤0.01%	1318
2024 Q2	$19.4K	Buy	178 +10	+6%	+$1.02K	﹤0.01%	1257
2024 Q1	$17.1K	Buy	168 +15	+10%	+$1.53K	﹤0.01%	1294
2023 Q4	$16.7K	Buy	153 +90	+143%	+$8.75K	﹤0.01%	1289
2023 Q3	$6.5K	Buy	63 +15	+31%	+$1.68K	﹤0.01%	1641
2023 Q2	$5.35K	Buy	48 +16	+50%	+$1.53K	﹤0.01%	1768
2023 Q1	$3.14K	Hold	32	–	–	﹤0.01%	2052
2022 Q4	$2.75K	Buy	32 +15	+88%	+$1.26K	﹤0.01%	2098
2022 Q3	$1K	Buy	+17	New	+$1.46K	﹤0.01%	2212
2022 Q2	–	Sell	-20	Closed	-$2K	–	2460
2022 Q1	$2K	Buy	+20	New	+$1.73K	﹤0.01%	1926

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 $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lindbrook Capital's AEIS Position: Q1 2025 in Review

Lindbrook Capital increased its Advanced Energy (AEIS) stake by 32% in Q1 2025, buying an estimated $6.74K and bringing the position to 242 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Lindbrook Capital first reported a position in AEIS in Q1 2022 and has held it in 12 quarters since. 355 funds tracked by Wall St. Rank hold AEIS as of Q1 2025.

Lindbrook Capital held 242 shares of Advanced Energy worth $23.1K as of Q1 2025.
Lindbrook Capital bought 59 Advanced Energy shares in Q1 2025, an estimated $6.74K.
Advanced Energy made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1294 holding.
Lindbrook Capital first reported a position in Advanced Energy in Q1 2022 and has held it in 12 quarters since.
355 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.