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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

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's AEIS Position: Q2 2024 in Review

TFO Wealth Partners sold out of Advanced Energy (AEIS) in Q2 2024, closing a stake of 1 share — an estimated $102 sold.

TFO Wealth Partners first reported a position in AEIS in Q4 2022 and held it in 6 quarters. The position peaked at $4.6K in Q4 2022. 305 funds tracked by Wall St. Rank hold AEIS as of Q2 2024.

  • TFO Wealth Partners reported no remaining Advanced Energy position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Advanced Energy share in Q2 2024, an estimated $102.
  • TFO Wealth Partners first reported a position in Advanced Energy in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Advanced Energy position peaked at $4.6K in Q4 2022.
  • 305 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.