William Harnisch’s Advanced Energy AEIS Stock Holding History

William Harnisch’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
2021 Q1	–	Sell	-1,300	Closed	-$126K	–	58
2020 Q4	$126K	Buy	+1,300	New	+$111K	0.02%	58
2020 Q3	–	Sell	-1,300	Closed	-$88K	–	45
2020 Q2	$88K	Hold	1,300	–	–	0.02%	46
2020 Q1	$63K	Hold	1,300	–	–	0.02%	42
2019 Q4	$93K	Buy	+1,300	New	+$80.9K	0.02%	58

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Harnisch's AEIS Position: Q1 2021 in Review

William Harnisch sold out of Advanced Energy (AEIS) in Q1 2021, closing a stake of 1,300 shares — an estimated $126K sold.

William Harnisch first reported a position in AEIS in Q4 2019 and held it in 4 quarters. The position peaked at $126K in Q4 2020. 299 funds tracked by Wall St. Rank hold AEIS as of Q1 2021.

William Harnisch reported no remaining Advanced Energy position as of Q1 2021 after selling out during the quarter.
William Harnisch sold 1,300 Advanced Energy shares in Q1 2021, an estimated $126K.
William Harnisch first reported a position in Advanced Energy in Q4 2019 and held it in 4 quarters.
William Harnisch's Advanced Energy position peaked at $126K in Q4 2020.
299 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2021.

Based on Peconic Partners's 13F filing for Q1 2021, filed 17 May 2021.