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Stanley-Laman Group’s Advanced Energy AEIS Stock Holding History

Stanley-Laman 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
Q4 		– Sell
-19,199
Closed -$1.69M – 259
2021
Q3 		$1.69M Buy
19,199
+1,602
+9% +$150K 0.22% 143
2021
Q2 		$1.98M Buy
17,597
+1,938
+12% +$205K 0.28% 114
2021
Q1 		$1.71M Buy
+15,659
New +$1.7M 0.28% 115

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stanley-Laman Group's AEIS Position: Q4 2021 in Review

Stanley-Laman Group sold out of Advanced Energy (AEIS) in Q4 2021, closing a stake of 19,199 shares — an estimated $1.69M sold.

Stanley-Laman Group first reported a position in AEIS in Q1 2021 and held it in 3 quarters. The position peaked at $1.98M in Q2 2021. 271 funds tracked by Wall St. Rank hold AEIS as of Q4 2021.

  • Stanley-Laman Group reported no remaining Advanced Energy position as of Q4 2021 after selling out during the quarter.
  • Stanley-Laman Group sold 19,199 Advanced Energy shares in Q4 2021, an estimated $1.69M.
  • Stanley-Laman Group first reported a position in Advanced Energy in Q1 2021 and held it in 3 quarters.
  • Stanley-Laman Group's Advanced Energy position peaked at $1.98M in Q2 2021.
  • 271 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2021.

Based on Stanley-Laman Group's 13F filing for Q4 2021, filed 25 Jan 2022.