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Veritable’s Advanced Energy AEIS Stock Holding History

Veritable’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
Q3 		– Sell
-3,340
Closed -$372K – 18
2023
Q2 		$372K Buy
3,340
+1
+0% +$95 0.01% 630
2023
Q1 		$327K Buy
3,339
+263
+9% +$24.8K 0.01% 662
2022
Q4 		$264K Sell
3,076
-186
-6% -$15.6K ﹤0.01% 693
2022
Q3 		$253K Sell
3,262
-362
-10% -$31.1K ﹤0.01% 681
2022
Q2 		$264K Buy
3,624
+359
+11% +$27.8K ﹤0.01% 724
2022
Q1 		$281K Buy
3,265
+862
+36% +$74.6K ﹤0.01% 740
2021
Q4 		$219K Buy
+2,403
New +$214K ﹤0.01% 852
2021
Q3 		– Sell
-2,159
Closed -$243K – 881
2021
Q2 		$243K Sell
2,159
-308
-12% -$32.6K ﹤0.01% 757
2021
Q1 		$269K Sell
2,467
-467
-16% -$50.6K ﹤0.01% 692
2020
Q4 		$285K Buy
+2,934
New +$250K 0.01% 648

Other funds holding AEIS

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return