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Steward Financial Group’s Advanced Energy AEIS Stock Holding History

Steward Financial 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
2023
Q3 		$2K Buy
+28
New +$3.14K ﹤0.01% 914
2023
Q2 		– Sell
-26
Closed -$2K – 411
2023
Q1 		$2K Buy
26
+14
+117% +$1.32K ﹤0.01% 462
2022
Q4 		$1K Buy
+12
New +$1.01K ﹤0.01% 365
2022
Q3 		– Sell
-14
Closed -$1K – 81
2022
Q2 		$1K Buy
+14
New +$1.08K ﹤0.01% 643

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Financial Group's AEIS Position: Q3 2023 in Review

Steward Financial Group opened a new position in Advanced Energy (AEIS) in Q3 2023: 28 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #914 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AEIS as recently as Q1 2023.

Steward Financial Group first reported a position in AEIS in Q2 2022 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold AEIS as of Q3 2023.

  • Steward Financial Group held 28 shares of Advanced Energy worth $2K as of Q3 2023.
  • Advanced Energy was a new Steward Financial Group position in Q3 2023.
  • Advanced Energy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #914 holding.
  • Steward Financial Group first reported a position in Advanced Energy in Q2 2022 and has held it in 4 quarters since.
  • 295 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.