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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
2024-06-30 $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)
Berkshire Hathaway Inc Del Cl A (BRK.A)
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)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Crowdstrike Hldgs Cl A (CRWD)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

Top funds holding Advanced Energy Industries

BlackRock
Vanguard Group
FMR
Ameriprise Financial
Earnest Partners
State Street Corporation
Victory Capital Management
Dimensional Fund Advisors
Neuberger Berman Group
Geode Capital Management
Bank of America Corporation
Loomis, Sayles and
Channing Capital Management
Manufacturers Life Insurance Company
Bank of New York Mellon

View all funds holding Advanced Energy Industries