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West Paces Advisors’s Advanced Energy AEIS Stock Holding History

West Paces Advisors’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
2022
Q1 		– Sell
-28
Closed -$2.55K – 576
2021
Q4 		$2.55K Buy
28
+3
+12% +$267 ﹤0.01% 501
2021
Q3 		$2.19K Hold
25
– – ﹤0.01% 502
2021
Q2 		$2.82K Buy
+25
New +$2.65K ﹤0.01% 487

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

West Paces Advisors's AEIS Position: Q1 2022 in Review

West Paces Advisors sold out of Advanced Energy (AEIS) in Q1 2022, closing a stake of 28 shares — an estimated $2.55K sold.

West Paces Advisors first reported a position in AEIS in Q2 2021 and held it in 3 quarters. The position peaked at $2.82K in Q2 2021. 268 funds tracked by Wall St. Rank hold AEIS as of Q1 2022.

  • West Paces Advisors reported no remaining Advanced Energy position as of Q1 2022 after selling out during the quarter.
  • West Paces Advisors sold 28 Advanced Energy shares in Q1 2022, an estimated $2.55K.
  • West Paces Advisors first reported a position in Advanced Energy in Q2 2021 and held it in 3 quarters.
  • West Paces Advisors's Advanced Energy position peaked at $2.82K in Q2 2021.
  • 268 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2022.

Based on West Paces Advisors's 13F filing for Q1 2022, filed 19 Dec 2023.