Advanced Energy Industries shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Advanced Energy Industries
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Quarterly reported holdings in Advanced Energy Industries by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $204k | 546 | 372.87 |
| 2026-03-31 | $352k | 1.1k | 322.71 |
| 2022-06-30 | $7.0k | 102 | 68.63 |
| 2022-03-31 | $11k | 124 | 88.71 |
| 2021-12-31 | $11k | 125 | 88.00 |
| 2021-09-30 | $11k | 125 | 88.00 |
| 2021-06-30 | $12k | 106 | 113.21 |
| 2021-03-31 | $12k | 106 | 113.21 |
| 2020-12-31 | $10k | 106 | 94.34 |
| 2020-09-30 | $7.0k | 106 | 66.04 |
| 2020-06-30 | $7.0k | 106 | 66.04 |
| 2020-03-31 | $5.0k | 102 | 49.02 |
| 2019-09-30 | $0 | 450 | 0.00 |
| 2018-09-30 | $23k | 450 | 51.11 |
More positions owned by Patriot Financial Group Insurance Agency
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