McDonald Partners’s Advanced Energy AEIS Stock Holding History

McDonald Partners’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
2022 Q1	–	Sell	-7	Closed	-$637	–	313
2021 Q4	$637	Buy	+7	New	+$623	﹤0.01%	474

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

McDonald Partners's AEIS Position: Q1 2022 in Review

McDonald Partners sold out of Advanced Energy (AEIS) in Q1 2022, closing a stake of 7 shares — an estimated $637 sold.

McDonald Partners first reported a position in AEIS in Q4 2021 and held it in 1 quarter. The position peaked at $637 in Q4 2021. 268 funds tracked by Wall St. Rank hold AEIS as of Q1 2022.

McDonald Partners reported no remaining Advanced Energy position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 7 Advanced Energy shares in Q1 2022, an estimated $637.
McDonald Partners first reported a position in Advanced Energy in Q4 2021 and held it in 1 quarter.
McDonald Partners's Advanced Energy position peaked at $637 in Q4 2021.
268 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.