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Versor Investments’s Advanced Energy AEIS Stock Holding History

Versor Investments’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
Q1 		– Sell
-9,391
Closed -$806K – 689
2022
Q4 		$806K Buy
+9,391
New +$788K 0.07% 206
2017
Q4 		– Sell
-3,713
Closed -$300K – 240
2017
Q3 		$300K Buy
+3,713
New +$269K 0.1% 127

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Versor Investments's AEIS Position: Q1 2023 in Review

Versor Investments sold out of Advanced Energy (AEIS) in Q1 2023, closing a stake of 9,391 shares — an estimated $806K sold.

Versor Investments first reported a position in AEIS in Q3 2017 and held it in 2 quarters. The position peaked at $806K in Q4 2022. 287 funds tracked by Wall St. Rank hold AEIS as of Q1 2023.

  • Versor Investments reported no remaining Advanced Energy position as of Q1 2023 after selling out during the quarter.
  • Versor Investments sold 9,391 Advanced Energy shares in Q1 2023, an estimated $806K.
  • Versor Investments first reported a position in Advanced Energy in Q3 2017 and held it in 2 quarters.
  • Versor Investments's Advanced Energy position peaked at $806K in Q4 2022.
  • 287 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2023.

Based on Versor Investments's 13F filing for Q1 2023, filed 5 May 2023.