SM
AEIS icon

Sciencast Management’s Advanced Energy AEIS Stock Holding History

Sciencast Management’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
2023
Q3 		– Sell
-5,130
Closed -$559K – 326
2023
Q2 		$559K Buy
+5,130
New +$489K 0.45% 92
2021
Q2 		– Sell
-5,000
Closed -$586K – 452
2021
Q1 		$586K Buy
+5,000
New +$542K 0.12% 255
2020
Q1 		– Sell
-3,871
Closed -$276K – 295
2019
Q4 		$276K Buy
+3,871
New +$241K 0.07% 375
2017
Q3 		– Sell
-8,700
Closed -$563K – 301
2017
Q2 		$563K Buy
+8,700
New +$636K 0.31% 119

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sciencast Management's AEIS Position: Q3 2023 in Review

Sciencast Management sold out of Advanced Energy (AEIS) in Q3 2023, closing a stake of 5,130 shares — an estimated $559K sold.

Sciencast Management first reported a position in AEIS in Q2 2017 and held it in 4 quarters. The position peaked at $586K in Q1 2021. 295 funds tracked by Wall St. Rank hold AEIS as of Q3 2023.

  • Sciencast Management reported no remaining Advanced Energy position as of Q3 2023 after selling out during the quarter.
  • Sciencast Management sold 5,130 Advanced Energy shares in Q3 2023, an estimated $559K.
  • Sciencast Management first reported a position in Advanced Energy in Q2 2017 and held it in 4 quarters.
  • Sciencast Management's Advanced Energy position peaked at $586K in Q1 2021.
  • 295 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2023.

Based on Sciencast Management's 13F filing for Q3 2023, filed 14 Nov 2023.