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Macroview Investment Management’s Advanced Energy AEIS Stock Holding History

Macroview Investment Management’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
-130
Closed -$11.2K – 453
2022
Q4 		$11.2K Buy
130
+9
+7% +$756 0.02% 208
2022
Q3 		$9K Buy
+121
New +$10.4K 0.02% 230
2021
Q1 		– Sell
-38
Closed -$4K – 370
2020
Q4 		$4K Sell
38
-6
-14% -$511 0.01% 195
2020
Q3 		$3K Buy
+44
New +$3.07K 0.01% 198

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Macroview Investment Management's AEIS Position: Q1 2023 in Review

Macroview Investment Management sold out of Advanced Energy (AEIS) in Q1 2023, closing a stake of 130 shares — an estimated $11.2K sold.

Macroview Investment Management first reported a position in AEIS in Q3 2020 and held it in 4 quarters. The position peaked at $11.2K in Q4 2022. 287 funds tracked by Wall St. Rank hold AEIS as of Q1 2023.

  • Macroview Investment Management reported no remaining Advanced Energy position as of Q1 2023 after selling out during the quarter.
  • Macroview Investment Management sold 130 Advanced Energy shares in Q1 2023, an estimated $11.2K.
  • Macroview Investment Management first reported a position in Advanced Energy in Q3 2020 and held it in 4 quarters.
  • Macroview Investment Management's Advanced Energy position peaked at $11.2K in Q4 2022.
  • 287 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2023.

Based on Macroview Investment Management's 13F filing for Q1 2023, filed 18 Apr 2023.