SVB Wealth’s Advanced Energy AEIS Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-239	Closed	-$22.8K	–	454
2025 Q1	$22.8K	Buy	+239	New	+$27.3K	﹤0.01%	726

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

SVB Wealth's AEIS Position: Q2 2025 in Review

SVB Wealth sold out of Advanced Energy (AEIS) in Q2 2025, closing a stake of 239 shares — an estimated $22.8K sold.

SVB Wealth first reported a position in AEIS in Q1 2025 and held it in 1 quarter. The position peaked at $22.8K in Q1 2025. 371 funds tracked by Wall St. Rank hold AEIS as of Q2 2025.

SVB Wealth reported no remaining Advanced Energy position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 239 Advanced Energy shares in Q2 2025, an estimated $22.8K.
SVB Wealth first reported a position in Advanced Energy in Q1 2025 and held it in 1 quarter.
SVB Wealth's Advanced Energy position peaked at $22.8K in Q1 2025.
371 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.