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Seven Eight Capital’s Advanced Energy AEIS Stock Holding History

Seven Eight Capital’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
-3,580
Closed -$377K – 14
2024
Q3 		$377K Buy
+3,580
New +$376K 0.03% 610
2018
Q4 		– Sell
-6,267
Closed -$324K – 525
2018
Q3 		$324K Sell
6,267
-14,027
-69% -$812K 0.02% 507
2018
Q2 		$1.18M Buy
+20,294
New +$1.28M 0.08% 265
2017
Q3 		– Sell
-27,600
Closed -$1.78M – 430
2017
Q2 		$1.78M Buy
27,600
+27,300
+9,100% +$2M 0.26% 130
2017
Q1 		$21K Buy
+300
New +$18.5K ﹤0.01% 462

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
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

Seven Eight Capital's AEIS Position: Q4 2024 in Review

Seven Eight Capital sold out of Advanced Energy (AEIS) in Q4 2024, closing a stake of 3,580 shares — an estimated $377K sold.

Seven Eight Capital first reported a position in AEIS in Q1 2017 and held it in 5 quarters. The position peaked at $1.78M in Q2 2017. 319 funds tracked by Wall St. Rank hold AEIS as of Q4 2024.

  • Seven Eight Capital reported no remaining Advanced Energy position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 3,580 Advanced Energy shares in Q4 2024, an estimated $377K.
  • Seven Eight Capital first reported a position in Advanced Energy in Q1 2017 and held it in 5 quarters.
  • Seven Eight Capital's Advanced Energy position peaked at $1.78M in Q2 2017.
  • 319 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.