Sachetta’s Advanced Energy AEIS Stock Holding History

Sachetta’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
2024 Q4	–	Sell	-30	Closed	-$3.16K	–	1194
2024 Q3	$3.16K	Hold	30	–	–	﹤0.01%	759
2024 Q2	$3.25K	Hold	30	–	–	﹤0.01%	703
2024 Q1	$3.27K	Hold	30	–	–	﹤0.01%	614
2023 Q4	$3.27K	Buy	+30	New	+$2.92K	﹤0.01%	614

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sachetta's AEIS Position: Q4 2024 in Review

Sachetta sold out of Advanced Energy (AEIS) in Q4 2024, closing a stake of 30 shares — an estimated $3.16K sold.

Sachetta first reported a position in AEIS in Q4 2023 and held it in 4 quarters. The position peaked at $3.27K in Q1 2024. 319 funds tracked by Wall St. Rank hold AEIS as of Q4 2024.

Sachetta reported no remaining Advanced Energy position as of Q4 2024 after selling out during the quarter.
Sachetta sold 30 Advanced Energy shares in Q4 2024, an estimated $3.16K.
Sachetta first reported a position in Advanced Energy in Q4 2023 and held it in 4 quarters.
Sachetta's Advanced Energy position peaked at $3.27K in Q1 2024.
319 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2024.

Based on Sachetta's 13F filing for Q4 2024, filed 21 Jan 2025.