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Advanced Energy Industries shares owned by Altfest L J & Co

Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in Advanced Energy Industries

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All positions including Advanced Energy Industries held by Altfest L J & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advanced Energy Industries by Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2024-12-31 $530k 4.6k 115.64
2024-09-30 $223k 2.1k 105.09

More positions owned by Altfest L J & Co

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
RBB Us Treasr 10 Yr (UTEN)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Matthews Asia Fds Asia Innov Activ (MINV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Apple (AAPL)
First Tr Exchange-traded No Amer Energy (EMLP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Microsoft Corporation (MSFT)
World Gold Tr Spdr Gld Minis (GLDM)
Angel Oak Funds Trust Mortgage Backed (MBS)

View all positions for Altfest L J & Co

Top funds holding Advanced Energy Industries

BlackRock
Vanguard Group
FMR
Ameriprise Financial
State Street Corporation
Invesco
Earnest Partners
Neuberger Berman Group
Geode Capital Management
Dimensional Fund Advisors
Massachusetts Financial Services
Jennifer Ranahan
Principal Financial Group
Loomis, Sayles and
Charles Schwab Investment Management

View all funds holding Advanced Energy Industries