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Riverview Trust Company’s Advanced Energy AEIS Stock Holding History

Riverview Trust Company’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
2025
Q2 		– Sell
-184
Closed -$17.5K – 234
2025
Q1 		$17.5K Hold
184
– – 0.02% 482
2024
Q4 		$21.3K Sell
184
-8
-4% -$900 0.02% 437
2024
Q3 		$20.2K Buy
192
+8
+4% +$840 0.02% 473
2024
Q2 		$20K Hold
184
– – 0.02% 427
2024
Q1 		$18.8K Buy
+184
New +$18.8K 0.01% 509
2023
Q4 		– Sell
-184
Closed -$19K – 109
2023
Q3 		$19K Hold
184
– – 0.02% 406
2023
Q2 		$20.5K Hold
184
– – 0.02% 351
2023
Q1 		$18K Hold
184
– – 0.02% 386
2022
Q4 		$16K Hold
184
– – 0.02% 388
2022
Q3 		$14K Buy
+184
New +$15.8K 0.01% 448

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Riverview Trust Company's AEIS Position: Q2 2025 in Review

Riverview Trust Company sold out of Advanced Energy (AEIS) in Q2 2025, closing a stake of 184 shares — an estimated $17.5K sold.

Riverview Trust Company first reported a position in AEIS in Q3 2022 and held it in 10 quarters. The position peaked at $21.3K in Q4 2024. 371 funds tracked by Wall St. Rank hold AEIS as of Q2 2025.

  • Riverview Trust Company reported no remaining Advanced Energy position as of Q2 2025 after selling out during the quarter.
  • Riverview Trust Company sold 184 Advanced Energy shares in Q2 2025, an estimated $17.5K.
  • Riverview Trust Company first reported a position in Advanced Energy in Q3 2022 and held it in 10 quarters.
  • Riverview Trust Company's Advanced Energy position peaked at $21.3K in Q4 2024.
  • 371 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.