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Seizert Capital Partners’s Advanced Energy AEIS Stock Holding History

Seizert Capital Partners’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
-28,194
Closed -$2.97M – 161
2024
Q3 		$2.97M Sell
28,194
-269
-0.9% -$28.2K 0.13% 103
2024
Q2 		$3.1M Sell
28,463
-467
-2% -$47.8K 0.15% 99
2024
Q1 		$2.95M Buy
28,930
+451
+2% +$46K 0.14% 102
2023
Q4 		$3.1M Buy
28,479
+11,846
+71% +$1.15M 0.16% 98
2023
Q3 		$1.72M Buy
16,633
+493
+3% +$55.2K 0.09% 107
2023
Q2 		$1.8M Buy
+16,140
New +$1.54M 0.1% 110

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 $3.38T AUM 44.17% 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

Seizert Capital Partners's AEIS Position: Q4 2024 in Review

Seizert Capital Partners sold out of Advanced Energy (AEIS) in Q4 2024, closing a stake of 28,194 shares — an estimated $2.97M sold.

Seizert Capital Partners first reported a position in AEIS in Q2 2023 and held it in 6 quarters. The position peaked at $3.1M in Q4 2023. 319 funds tracked by Wall St. Rank hold AEIS as of Q4 2024.

  • Seizert Capital Partners reported no remaining Advanced Energy position as of Q4 2024 after selling out during the quarter.
  • Seizert Capital Partners sold 28,194 Advanced Energy shares in Q4 2024, an estimated $2.97M.
  • Seizert Capital Partners first reported a position in Advanced Energy in Q2 2023 and held it in 6 quarters.
  • Seizert Capital Partners's Advanced Energy position peaked at $3.1M in Q4 2023.
  • 319 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2024.

Based on Seizert Capital Partners's 13F filing for Q4 2024, filed 6 Feb 2025.