Seven Springs Wealth Group’s Advanced Energy AEIS Stock Holding History

Seven Springs Wealth Group’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
2021 Q1	–	Sell	-1	Closed	–	–	133
2020 Q4	$0	Buy	+1	New	+$85	﹤0.01%	250

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Seven Springs Wealth Group's AEIS Position: Q1 2021 in Review

Seven Springs Wealth Group sold out of Advanced Energy (AEIS) in Q1 2021, closing a stake of 1 share.

Seven Springs Wealth Group first reported a position in AEIS in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 299 funds tracked by Wall St. Rank hold AEIS as of Q1 2021.

Seven Springs Wealth Group reported no remaining Advanced Energy position as of Q1 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 1 Advanced Energy share in Q1 2021.
Seven Springs Wealth Group first reported a position in Advanced Energy in Q4 2020 and held it in 1 quarter.
Seven Springs Wealth Group's Advanced Energy position peaked at $0 in Q4 2020.
299 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2021.

Based on Seven Springs Wealth Group's 13F filing for Q1 2021, filed 7 May 2021.