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Wipfli Financial Advisors’s Advanced Energy AEIS Stock Holding History

Wipfli Financial 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
Q3 		$25K Buy
+328
New +$28.1K ﹤0.01% 1457

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wipfli Financial Advisors's AEIS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Advanced Energy (AEIS) in Q3 2022: 328 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #1457 among its holdings.

276 funds tracked by Wall St. Rank hold AEIS as of Q3 2022.

  • Wipfli Financial Advisors held 328 shares of Advanced Energy worth $25K as of Q3 2022.
  • Advanced Energy was a new Wipfli Financial Advisors position in Q3 2022.
  • Advanced Energy made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1457 holding.
  • 276 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.