Strategic Blueprint’s Advanced Energy AEIS Stock Holding History

Strategic Blueprint’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 Q3	–	Sell	-19	Closed	-$2K	–	419
2021 Q2	$2K	Buy	+19	New	+$2.01K	﹤0.01%	1205

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Strategic Blueprint's AEIS Position: Q3 2021 in Review

Strategic Blueprint sold out of Advanced Energy (AEIS) in Q3 2021, closing a stake of 19 shares — an estimated $2K sold.

Strategic Blueprint first reported a position in AEIS in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 258 funds tracked by Wall St. Rank hold AEIS as of Q3 2021.

Strategic Blueprint reported no remaining Advanced Energy position as of Q3 2021 after selling out during the quarter.
Strategic Blueprint sold 19 Advanced Energy shares in Q3 2021, an estimated $2K.
Strategic Blueprint first reported a position in Advanced Energy in Q2 2021 and held it in 1 quarter.
Strategic Blueprint's Advanced Energy position peaked at $2K in Q2 2021.
258 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.