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Thurston Springer Miller Herd & Titak’s Advanced Energy AEIS Stock Holding History

Thurston Springer Miller Herd & Titak’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
2026
Q2 		$24.2K Hold
65
– – 0.01% 636
2026
Q1 		$21K Hold
65
– – 0.01% 757
2025
Q4 		$13.6K Buy
+65
New +$13.2K ﹤0.01% 862
2025
Q3 		– Sell
-65
Closed -$8.61K – 549
2025
Q2 		$8.61K Hold
65
– – ﹤0.01% 1174
2025
Q1 		$6.2K Hold
65
– – ﹤0.01% 1228
2024
Q4 		$7.51K Hold
65
– – ﹤0.01% 951
2024
Q3 		$6.84K Hold
65
– – ﹤0.01% 1133
2024
Q2 		$7.07K Sell
65
-270
-81% -$27.6K ﹤0.01% 1115
2024
Q1 		$34.2K Buy
+335
New +$34.2K 0.01% 77

Other funds holding AEIS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return