Sutton Wealth Advisors’s Advanced Energy AEIS Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-906	Closed	-$77.7K	–	820
2022 Q4	$77.7K	Hold	906	–	–	0.03%	290
2022 Q3	$70.1K	Sell	906 -2	-0.2%	-$172	0.03%	309
2022 Q2	$66.3K	Sell	908 -1	-0.1%	-$77	0.03%	314
2022 Q1	$78.2K	Buy	909 +5	+0.6%	+$433	0.03%	296
2021 Q4	$82.3K	Buy	904 +10	+1%	+$890	0.03%	298
2021 Q3	$78.4K	Hold	894	–	–	0.03%	286
2021 Q2	$101K	Hold	894	–	–	0.04%	249
2021 Q1	$97.6K	Hold	894	–	–	0.04%	245
2020 Q4	$86.7K	Hold	894	–	–	0.04%	243
2020 Q3	$56.3K	Hold	894	–	–	0.03%	284
2020 Q2	$60.6K	Hold	894	–	–	0.03%	261
2020 Q1	$43.4K	Hold	894	–	–	0.03%	294
2019 Q4	$63.7K	Hold	894	–	–	0.03%	267
2019 Q3	$51.3K	Hold	894	–	–	0.03%	297
2019 Q2	$50.3K	Hold	894	–	–	0.03%	300
2019 Q1	$44.4K	Hold	894	–	–	0.03%	325
2018 Q4	$38.4K	Hold	894	–	–	0.02%	328
2018 Q3	$46.2K	Hold	894	–	–	0.03%	307
2018 Q2	$51.9K	Hold	894	–	–	0.04%	275
2018 Q1	$57.1K	Hold	894	–	–	0.04%	251
2017 Q4	$60.3K	Sell	894 -15	-2%	-$1.21K	0.04%	245
2017 Q3	$73.4K	Hold	909	–	–	0.06%	217
2017 Q2	$58.8K	Sell	909 -31	-3%	-$2.27K	0.05%	243
2017 Q1	$64.4K	Sell	940 -14	-1%	-$865	0.05%	223
2016 Q4	$52.2K	Hold	954	–	–	0.05%	259
2016 Q3	$45.1K	Hold	954	–	–	0.04%	276
2016 Q2	$36.2K	Hold	954	–	–	0.03%	296
2016 Q1	$33.2K	Buy	+954	New	+$27.9K	0.03%	314

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Sutton Wealth Advisors's AEIS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Advanced Energy (AEIS) in Q1 2023, closing a stake of 906 shares — an estimated $77.7K sold.

Sutton Wealth Advisors first reported a position in AEIS in Q1 2016 and held it in 28 quarters. The position peaked at $101K in Q2 2021. 287 funds tracked by Wall St. Rank hold AEIS as of Q1 2023.

Sutton Wealth Advisors reported no remaining Advanced Energy position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 906 Advanced Energy shares in Q1 2023, an estimated $77.7K.
Sutton Wealth Advisors first reported a position in Advanced Energy in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Advanced Energy position peaked at $101K in Q2 2021.
287 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.