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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

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

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

Quarter filed Position value Share count Share price at filing
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