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Advanced Energy Industries shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Advanced Energy Industries

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

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Quarterly reported holdings in Advanced Energy Industries by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 20k 105.24
2024-06-30 $2.2M 20k 108.76
2024-03-31 $2.0M 20k 101.98
2023-12-31 $1.7M 16k 108.92

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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