TCI Wealth Advisors’s Advanced Energy AEIS Stock Holding History

TCI 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 Q2	–	Sell	-210	Closed	-$20.6K	–	241
2023 Q1	$20.6K	Hold	210	–	–	﹤0.01%	689
2022 Q4	$18K	Hold	210	–	–	﹤0.01%	746
2022 Q3	$16K	Buy	210 +37	+21%	+$3.17K	﹤0.01%	748
2022 Q2	$13K	Sell	173 -2	-1%	-$155	﹤0.01%	831
2022 Q1	$15K	Buy	175 +118	+207%	+$10.2K	﹤0.01%	820
2021 Q4	$5K	Sell	57 -114	-67%	-$10.1K	﹤0.01%	1614
2021 Q3	$15K	Buy	171 +85	+99%	+$7.95K	﹤0.01%	810
2021 Q2	$10K	Buy	86 +4	+5%	+$424	﹤0.01%	939
2021 Q1	$9K	Buy	82 +25	+44%	+$2.71K	﹤0.01%	883
2020 Q4	$6K	Hold	57	–	–	﹤0.01%	788
2020 Q3	$4K	Hold	57	–	–	﹤0.01%	809
2020 Q2	$4K	Hold	57	–	–	﹤0.01%	773
2020 Q1	$3K	Hold	57	–	–	﹤0.01%	819
2019 Q4	$4K	Hold	57	–	–	﹤0.01%	888
2019 Q3	$3K	Hold	57	–	–	﹤0.01%	921
2019 Q2	$3K	Hold	57	–	–	﹤0.01%	868
2019 Q1	$3K	Hold	57	–	–	﹤0.01%	889
2018 Q4	$2K	Sell	57 -6	-10%	-$267	﹤0.01%	954
2018 Q3	$3K	Sell	63 -14	-18%	-$811	﹤0.01%	891
2018 Q2	$4K	Buy	77 +20	+35%	+$1.26K	﹤0.01%	811
2018 Q1	$4K	Hold	57	–	–	﹤0.01%	763
2017 Q4	$4K	Hold	57	–	–	﹤0.01%	812
2017 Q3	$5K	Hold	57	–	–	﹤0.01%	723
2017 Q2	$4K	Hold	57	–	–	﹤0.01%	784
2017 Q1	$4K	Hold	57	–	–	﹤0.01%	745
2016 Q4	$3K	Sell	57 -25	-30%	-$1.28K	﹤0.01%	884
2016 Q3	$4K	Buy	82 +25	+44%	+$1.06K	﹤0.01%	760
2016 Q2	$2K	Hold	57	–	–	﹤0.01%	901
2016 Q1	$2K	Buy	+57	New	+$1.67K	﹤0.01%	916

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

TCI Wealth Advisors's AEIS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Advanced Energy (AEIS) in Q2 2023, closing a stake of 210 shares — an estimated $20.6K sold.

TCI Wealth Advisors first reported a position in AEIS in Q1 2016 and held it in 29 quarters. The position peaked at $20.6K in Q1 2023. 289 funds tracked by Wall St. Rank hold AEIS as of Q2 2023.

TCI Wealth Advisors reported no remaining Advanced Energy position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 210 Advanced Energy shares in Q2 2023, an estimated $20.6K.
TCI Wealth Advisors first reported a position in Advanced Energy in Q1 2016 and held it in 29 quarters.
TCI Wealth Advisors's Advanced Energy position peaked at $20.6K in Q1 2023.
289 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.