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Stoneridge Investment Partners’s Advanced Energy AEIS Stock Holding History

Stoneridge Investment Partners’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
Q2 		– Sell
-2,009
Closed -$219K – 105
2021
Q1 		$219K Buy
+2,009
New +$218K 0.11% 100

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Stoneridge Investment Partners's AEIS Position: Q2 2021 in Review

Stoneridge Investment Partners sold out of Advanced Energy (AEIS) in Q2 2021, closing a stake of 2,009 shares — an estimated $219K sold.

Stoneridge Investment Partners first reported a position in AEIS in Q1 2021 and held it in 1 quarter. The position peaked at $219K in Q1 2021. 278 funds tracked by Wall St. Rank hold AEIS as of Q2 2021.

  • Stoneridge Investment Partners reported no remaining Advanced Energy position as of Q2 2021 after selling out during the quarter.
  • Stoneridge Investment Partners sold 2,009 Advanced Energy shares in Q2 2021, an estimated $219K.
  • Stoneridge Investment Partners first reported a position in Advanced Energy in Q1 2021 and held it in 1 quarter.
  • Stoneridge Investment Partners's Advanced Energy position peaked at $219K in Q1 2021.
  • 278 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2021.

Based on Stoneridge Investment Partners's 13F filing for Q2 2021, filed 4 Aug 2021.