Advanced Energy Industries shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Advanced Energy Industries
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Quarterly reported holdings in Advanced Energy Industries by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $205k | 1.9k | 108.74 |
| 2024-03-31 | $217k | 2.1k | 101.96 |
| 2023-12-31 | $214k | 2.0k | 108.94 |
| 2022-12-31 | $533k | 6.2k | 85.77 |
| 2022-09-30 | $216k | 2.8k | 77.25 |
| 2022-06-30 | $171k | 2.3k | 72.98 |
| 2022-03-31 | $149k | 1.7k | 85.83 |
More positions owned by Heritage Wealth Management
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