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Regent Peak Wealth Advisors’s Advanced Energy AEIS Stock Holding History

Regent Peak Wealth Advisors’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
Q1 		– Sell
-75
Closed -$7K – 167
2020
Q4 		$7K Buy
+75
New +$6.38K ﹤0.01% 602

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Regent Peak Wealth Advisors's AEIS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Advanced Energy (AEIS) in Q1 2021, closing a stake of 75 shares — an estimated $7K sold.

Regent Peak Wealth Advisors first reported a position in AEIS in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 299 funds tracked by Wall St. Rank hold AEIS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Advanced Energy position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 75 Advanced Energy shares in Q1 2021, an estimated $7K.
  • Regent Peak Wealth Advisors first reported a position in Advanced Energy in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Advanced Energy position peaked at $7K in Q4 2020.
  • 299 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.