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
Tip: Access up to 7 years of quarterly data
All positions including Advanced Energy Industries held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |