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Advanced Energy Industries shares owned by Compass Wealth Management

Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Compass Wealth Management from 13F filings

Historical chart of Compass Wealth Management investment in Advanced Energy Industries

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All positions including Advanced Energy Industries held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advanced Energy Industries by Compass Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2M 69k 105.24
2024-06-30 $7.3M 67k 108.76
2024-03-31 $6.6M 65k 101.98
2023-12-31 $6.8M 63k 108.92
2023-09-30 $6.7M 65k 103.12
2023-06-30 $7.6M 69k 111.45
2023-03-31 $6.6M 68k 98.00
2022-12-31 $5.9M 69k 85.78