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Ropes Wealth Advisors’s Advanced Energy AEIS Stock Holding History

Ropes 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
-600
Closed -$58K – 258
2020
Q4 		$58K Hold
600
– – 0.01% 359
2020
Q3 		$38K Buy
+600
New +$41.9K 0.01% 363

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 $3.37T AUM 44.26% 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

Ropes Wealth Advisors's AEIS Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Advanced Energy (AEIS) in Q1 2021, closing a stake of 600 shares — an estimated $58K sold.

Ropes Wealth Advisors first reported a position in AEIS in Q3 2020 and held it in 2 quarters. The position peaked at $58K in Q4 2020. 299 funds tracked by Wall St. Rank hold AEIS as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Advanced Energy position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 600 Advanced Energy shares in Q1 2021, an estimated $58K.
  • Ropes Wealth Advisors first reported a position in Advanced Energy in Q3 2020 and held it in 2 quarters.
  • Ropes Wealth Advisors's Advanced Energy position peaked at $58K in Q4 2020.
  • 299 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.