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Signet Financial Management’s Advanced Energy AEIS Stock Holding History

Signet Financial 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
2022
Q1 		– Sell
-331
Closed -$30K – 271
2021
Q4 		$30K Buy
+331
New +$29.4K ﹤0.01% 694

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Signet Financial Management's AEIS Position: Q1 2022 in Review

Signet Financial Management sold out of Advanced Energy (AEIS) in Q1 2022, closing a stake of 331 shares — an estimated $30K sold.

Signet Financial Management first reported a position in AEIS in Q4 2021 and held it in 1 quarter. The position peaked at $30K in Q4 2021. 268 funds tracked by Wall St. Rank hold AEIS as of Q1 2022.

  • Signet Financial Management reported no remaining Advanced Energy position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 331 Advanced Energy shares in Q1 2022, an estimated $30K.
  • Signet Financial Management first reported a position in Advanced Energy in Q4 2021 and held it in 1 quarter.
  • Signet Financial Management's Advanced Energy position peaked at $30K in Q4 2021.
  • 268 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.