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Prospera Financial Services’s Advanced Energy AEIS Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-142
Closed -$10K – 844
2022
Q2 		$10K Sell
142
-349
-71% -$27K ﹤0.01% 1334
2022
Q1 		$42K Buy
+491
New +$42.5K ﹤0.01% 1438
2020
Q4 		– Sell
-21
Closed -$1K – 685
2020
Q3 		$1K Buy
+21
New +$1.47K ﹤0.01% 1515

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Prospera Financial Services's AEIS Position: Q3 2022 in Review

Prospera Financial Services sold out of Advanced Energy (AEIS) in Q3 2022, closing a stake of 142 shares — an estimated $10K sold.

Prospera Financial Services first reported a position in AEIS in Q3 2020 and held it in 3 quarters. The position peaked at $42K in Q1 2022. 275 funds tracked by Wall St. Rank hold AEIS as of Q3 2022.

  • Prospera Financial Services reported no remaining Advanced Energy position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 142 Advanced Energy shares in Q3 2022, an estimated $10K.
  • Prospera Financial Services first reported a position in Advanced Energy in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Advanced Energy position peaked at $42K in Q1 2022.
  • 275 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.