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Advanced Energy Industries shares owned by Atria Investments

Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Advanced Energy Industries

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All positions including Advanced Energy Industries held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advanced Energy Industries by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 13k 105.24
2024-06-30 $1.5M 14k 108.76
2024-03-31 $1.2M 12k 101.98
2019-12-31 $235k 3.3k 71.17

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Advanced Energy Industries

BlackRock
Vanguard Group
FMR
Ameriprise Financial
State Street Corporation
Earnest Partners
Dimensional Fund Advisors
Geode Capital Management
Neuberger Berman Group
Channing Capital Management
Loomis, Sayles and
Manufacturers Life Insurance Company
Bamco
Principal Financial Group
Aristotle Capital Boston

View all funds holding Advanced Energy Industries