The Family Firm’s Advanced Energy AEIS Stock Holding History

The Family Firm’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 Q3	–	Sell	-142	Closed	-$15.5K	–	222
2024 Q2	$15.5K	Buy	+142	New	+$14.5K	﹤0.01%	610

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

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

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

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

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

The Family Firm's AEIS Position: Q3 2024 in Review

The Family Firm sold out of Advanced Energy (AEIS) in Q3 2024, closing a stake of 142 shares — an estimated $15.5K sold.

The Family Firm first reported a position in AEIS in Q2 2024 and held it in 1 quarter. The position peaked at $15.5K in Q2 2024. 315 funds tracked by Wall St. Rank hold AEIS as of Q3 2024.

The Family Firm reported no remaining Advanced Energy position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 142 Advanced Energy shares in Q3 2024, an estimated $15.5K.
The Family Firm first reported a position in Advanced Energy in Q2 2024 and held it in 1 quarter.
The Family Firm's Advanced Energy position peaked at $15.5K in Q2 2024.
315 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.