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Next Financial Group’s Advanced Energy AEIS Stock Holding History

Next Financial Group’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
-7
Closed -$1K – 2613
2021
Q1 		$1K Buy
+7
New +$759 ﹤0.01% 2363
2020
Q2 		– Sell
-574
Closed -$28K – 611
2020
Q1 		$28K Buy
+574
New +$36.4K ﹤0.01% 1153
2017
Q4 		– Sell
-100
Closed -$9K – 295
2017
Q3 		$9K Hold
100
– – ﹤0.01% 1238
2017
Q2 		$6K Hold
100
– – ﹤0.01% 1476
2017
Q1 		$7K Buy
+100
New +$6.18K ﹤0.01% 1387

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Next Financial Group's AEIS Position: Q2 2021 in Review

Next Financial Group sold out of Advanced Energy (AEIS) in Q2 2021, closing a stake of 7 shares — an estimated $1K sold.

Next Financial Group first reported a position in AEIS in Q1 2017 and held it in 5 quarters. The position peaked at $28K in Q1 2020. 278 funds tracked by Wall St. Rank hold AEIS as of Q2 2021.

  • Next Financial Group reported no remaining Advanced Energy position as of Q2 2021 after selling out during the quarter.
  • Next Financial Group sold 7 Advanced Energy shares in Q2 2021, an estimated $1K.
  • Next Financial Group first reported a position in Advanced Energy in Q1 2017 and held it in 5 quarters.
  • Next Financial Group's Advanced Energy position peaked at $28K in Q1 2020.
  • 278 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.