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Wealthspire Advisors (Maryland)’s Advanced Energy AEIS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-219
Closed -$11K – 488
2019
Q1 		$11K Hold
219
– – ﹤0.01% 1476
2018
Q4 		$9K Buy
219
+41
+23% +$1.83K ﹤0.01% 1491
2018
Q3 		$9K Buy
178
+7
+4% +$405 ﹤0.01% 1545
2018
Q2 		$10K Hold
171
– – ﹤0.01% 1522
2018
Q1 		$11K Hold
171
– – ﹤0.01% 1511
2017
Q4 		$12K Buy
171
+73
+74% +$5.88K ﹤0.01% 1507
2017
Q3 		$8K Buy
98
+8
+9% +$580 ﹤0.01% 1637
2017
Q2 		$6K Buy
+90
New +$6.58K ﹤0.01% 1694

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AEIS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Advanced Energy (AEIS) in Q2 2019, closing a stake of 219 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in AEIS in Q2 2017 and held it in 8 quarters. The position peaked at $12K in Q4 2017. 223 funds tracked by Wall St. Rank hold AEIS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Advanced Energy position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 219 Advanced Energy shares in Q2 2019, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Advanced Energy in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Advanced Energy position peaked at $12K in Q4 2017.
  • 223 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.