Sheets Smith Wealth Management »

Advanced Energy Industries shares owned by Sheets Smith Wealth Management

Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Sheets Smith Wealth Management from 13F filings

Historical chart of Sheets Smith Wealth Management investment in Advanced Energy Industries

Tip: Access up to 7 years of quarterly data

All positions including Advanced Energy Industries held by Sheets Smith Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Advanced Energy Industries by Sheets Smith Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $726k 6.9k 105.25
2024-06-30 $759k 7.0k 108.76
2024-03-31 $711k 7.0k 101.97
2023-12-31 $760k 7.0k 108.92
2023-09-30 $734k 7.1k 103.12
2023-06-30 $773k 6.9k 111.42
2023-03-31 $679k 98 6931.93
2022-12-31 $593k 6.9k 85.79
2022-09-30 $535k 6.9k 77.41
2022-06-30 $504k 6.9k 72.93
2022-03-31 $595k 6.9k 86.11
2021-12-31 $1.0M 11k 91.07
2021-09-30 $970k 11k 87.73
2021-06-30 $1.2M 11k 112.69
2021-03-31 $1.2M 11k 109.16
2020-12-31 $1.1M 11k 96.95
2020-09-30 $423k 6.7k 62.89
2020-06-30 $458k 6.8k 67.74
2020-03-31 $328k 6.8k 48.51
2019-12-31 $450k 6.3k 71.20
2019-09-30 $377k 6.6k 57.38
2019-06-30 $372k 6.6k 56.28
2019-03-31 $328k 6.6k 49.62
2018-12-31 $286k 6.7k 42.99
2018-09-30 $354k 6.8k 51.71
2018-06-30 $393k 6.8k 58.10
2018-03-31 $361k 5.7k 63.83
2017-12-31 $377k 5.6k 67.49
2017-09-30 $570k 7.1k 80.79
2017-06-30 $466k 7.2k 64.68
2017-03-31 $494k 7.2k 68.56
2016-12-31 $394k 7.2k 54.68
2016-09-30 $332k 7.0k 47.33
2016-06-30 $322k 8.5k 37.99
2016-03-31 $295k 8.5k 34.81
2015-12-31 $239k 8.5k 28.20
2015-09-30 $223k 8.5k 26.31
2015-06-30 $225k 8.2k 27.46