Sargent Bickham Lagudis’s Advanced Energy AEIS Stock Holding History

Sargent Bickham Lagudis’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	-10	Closed	-$1K	–	970
2022 Q2	$1K	Buy	+10	New	+$773	﹤0.01%	960

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sargent Bickham Lagudis's AEIS Position: Q3 2022 in Review

Sargent Bickham Lagudis sold out of Advanced Energy (AEIS) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Sargent Bickham Lagudis first reported a position in AEIS in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 276 funds tracked by Wall St. Rank hold AEIS as of Q3 2022.

Sargent Bickham Lagudis reported no remaining Advanced Energy position as of Q3 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 10 Advanced Energy shares in Q3 2022, an estimated $1K.
Sargent Bickham Lagudis first reported a position in Advanced Energy in Q2 2022 and held it in 1 quarter.
Sargent Bickham Lagudis's Advanced Energy position peaked at $1K in Q2 2022.
276 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2022, filed 27 Oct 2022.