Private Advisor Group’s Advanced Energy AEIS Stock Holding History

Private Advisor 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
2020 Q3	–	Sell	-62	Closed	-$4K	–	1584
2020 Q2	$4K	Buy	+62	New	+$3.69K	﹤0.01%	3301

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Private Advisor Group's AEIS Position: Q3 2020 in Review

Private Advisor Group sold out of Advanced Energy (AEIS) in Q3 2020, closing a stake of 62 shares — an estimated $4K sold.

Private Advisor Group first reported a position in AEIS in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 258 funds tracked by Wall St. Rank hold AEIS as of Q3 2020.

Private Advisor Group reported no remaining Advanced Energy position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 62 Advanced Energy shares in Q3 2020, an estimated $4K.
Private Advisor Group first reported a position in Advanced Energy in Q2 2020 and held it in 1 quarter.
Private Advisor Group's Advanced Energy position peaked at $4K in Q2 2020.
258 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.