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Advanced Energy Industries shares owned by WFA of San Diego

Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by WFA of San Diego from 13F filings

Historical chart of WFA of San Diego investment in Advanced Energy Industries

Tip: Access up to 7 years of quarterly data

All positions including Advanced Energy Industries held by WFA of San Diego consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advanced Energy Industries by WFA of San Diego

Quarter filed Position value Share count Share price at filing
2023-09-30 $14k 140 103.12
2023-06-30 $16k 140 111.45
2022-12-31 $12k 140 85.78
2022-06-30 $10k 140 71.43

More positions owned by WFA of San Diego

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Lincoln Electric Holdings (LECO)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Qualcomm (QCOM)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Federated Hermes Etf Trust Short Duration H (FHYS)

View all positions for WFA of San Diego

Top funds holding Advanced Energy Industries

BlackRock
Vanguard Group
FMR
Ameriprise Financial
Earnest Partners
Victory Capital Management
Dimensional Fund Advisors
Neuberger Berman Group
Geode Capital Management
Loomis, Sayles and
Channing Capital Management
Aristotle Capital Boston
Bamco
Massachusetts Financial Services
Snyder Capital Management

View all funds holding Advanced Energy Industries