Vest Financial’s Advanced Energy AEIS Stock Holding History

Vest Financial’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 Q1	–	Sell	-2,164	Closed	-$236K	–	263
2023 Q4	$236K	Buy	+2,164	New	+$210K	0.01%	188

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vest Financial's AEIS Position: Q1 2024 in Review

Vest Financial sold out of Advanced Energy (AEIS) in Q1 2024, closing a stake of 2,164 shares — an estimated $236K sold.

Vest Financial first reported a position in AEIS in Q4 2023 and held it in 1 quarter. The position peaked at $236K in Q4 2023. 310 funds tracked by Wall St. Rank hold AEIS as of Q1 2024.

Vest Financial reported no remaining Advanced Energy position as of Q1 2024 after selling out during the quarter.
Vest Financial sold 2,164 Advanced Energy shares in Q1 2024, an estimated $236K.
Vest Financial first reported a position in Advanced Energy in Q4 2023 and held it in 1 quarter.
Vest Financial's Advanced Energy position peaked at $236K in Q4 2023.
310 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2024.

Based on Vest Financial's 13F filing for Q1 2024, filed 30 Apr 2024.