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TFO Wealth Partners’s Advanced Energy AEIS Stock Holding History

TFO Wealth 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
2024
Q2 		– Sell
-1
Closed -$102 – 70
2024
Q1 		$102 Sell
1
-4
-80% -$408 ﹤0.01% 635
2023
Q4 		$545 Hold
5
– – ﹤0.01% 311
2023
Q3 		$557 Buy
5
+4
+400% +$448 ﹤0.01% 432
2023
Q2 		$111 Hold
1
– – ﹤0.01% 642
2023
Q1 		$98 Sell
1
-120
-99% -$11.3K ﹤0.01% 649
2022
Q4 		$4.6K Buy
+121
New +$10.2K ﹤0.01% 178

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Fidelity Investments
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Ameriprise
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EARNEST Partners
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State Street
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Victory Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return