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Redwood Investment Management’s Advanced Energy AEIS Stock Holding History

Redwood 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
2022
Q3 		– Sell
-4,003
Closed -$292K – 201
2022
Q2 		$292K Sell
4,003
-413
-9% -$31.9K 0.05% 197
2022
Q1 		$380K Buy
+4,416
New +$382K 0.06% 199

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Redwood Investment Management's AEIS Position: Q3 2022 in Review

Redwood Investment Management sold out of Advanced Energy (AEIS) in Q3 2022, closing a stake of 4,003 shares — an estimated $292K sold.

Redwood Investment Management first reported a position in AEIS in Q1 2022 and held it in 2 quarters. The position peaked at $380K in Q1 2022. 276 funds tracked by Wall St. Rank hold AEIS as of Q3 2022.

  • Redwood Investment Management reported no remaining Advanced Energy position as of Q3 2022 after selling out during the quarter.
  • Redwood Investment Management sold 4,003 Advanced Energy shares in Q3 2022, an estimated $292K.
  • Redwood Investment Management first reported a position in Advanced Energy in Q1 2022 and held it in 2 quarters.
  • Redwood Investment Management's Advanced Energy position peaked at $380K in Q1 2022.
  • 276 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2022.

Based on Redwood Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.