SHEETS SMITH WEALTH MANAGEMENT - ADVANCED ENERGY INDS ownership

ADVANCED ENERGY INDS's ticker is AEIS and the CUSIP is 007973100. A total of 278 filers reported holding ADVANCED ENERGY INDS in Q2 2021. The put-call ratio across all filers is 0.24 and the average weighting 0.1%.

Quarter-by-quarter ownership
SHEETS SMITH WEALTH MANAGEMENT ownership history of ADVANCED ENERGY INDS
ValueSharesWeighting
Q3 2023$733,674
-5.1%
7,115
+2.5%
0.11%
-0.9%
Q2 2023$773,254
+13.8%
6,940
+0.1%
0.11%
+8.7%
Q1 2023$679,329
+14.6%
6,932
+0.3%
0.10%
+11.8%
Q4 2022$592,867
+10.8%
6,9110.0%0.09%
+4.5%
Q3 2022$535,000
+6.2%
6,9110.0%0.09%
+7.2%
Q2 2022$504,000
-15.3%
6,911
+0.0%
0.08%
+1.2%
Q1 2022$595,000
-41.0%
6,910
-37.6%
0.08%
-34.4%
Q4 2021$1,009,000
+4.0%
11,080
+0.2%
0.12%
-5.3%
Q3 2021$970,000
-22.2%
11,0570.0%0.13%
-21.4%
Q2 2021$1,246,000
+3.2%
11,0570.0%0.17%
-5.6%
Q1 2021$1,207,000
+12.6%
11,0570.0%0.18%
+9.9%
Q4 2020$1,072,000
+153.4%
11,057
+64.4%
0.16%
+118.9%
Q3 2020$423,000
-7.6%
6,726
-0.5%
0.07%
-19.6%
Q2 2020$458,000
+39.6%
6,7610.0%0.09%
+33.3%
Q1 2020$328,000
-27.1%
6,761
+7.0%
0.07%
-19.8%
Q4 2019$450,000
+19.4%
6,320
-3.8%
0.09%
+10.3%
Q3 2019$377,000
+1.3%
6,570
-0.6%
0.08%
+2.6%
Q2 2019$372,000
+13.4%
6,6100.0%0.08%
+7.0%
Q1 2019$328,000
+14.7%
6,610
-0.6%
0.07%
-7.8%
Q4 2018$286,000
-19.2%
6,652
-2.8%
0.08%
+5.5%
Q3 2018$354,000
-9.9%
6,846
+1.2%
0.07%
-20.7%
Q2 2018$393,000
+8.9%
6,764
+19.6%
0.09%
+5.7%
Q1 2018$361,000
-4.2%
5,656
+1.3%
0.09%
-2.2%
Q4 2017$377,000
-33.9%
5,586
-20.8%
0.09%
-38.2%
Q3 2017$570,000
+22.3%
7,055
-2.1%
0.14%
+17.1%
Q2 2017$466,000
-5.7%
7,2050.0%0.12%
-6.1%
Q1 2017$494,000
+25.4%
7,2050.0%0.13%
+18.0%
Q4 2016$394,000
+18.7%
7,205
+2.7%
0.11%
+18.1%
Q3 2016$332,000
+3.1%
7,015
-17.2%
0.09%0.0%
Q2 2016$322,000
+9.2%
8,4750.0%0.09%
+3.3%
Q1 2016$295,000
+23.4%
8,4750.0%0.09%
+26.4%
Q4 2015$239,000
+7.2%
8,4750.0%0.07%
-4.0%
Q3 2015$223,000
-0.9%
8,475
+3.4%
0.08%
+23.0%
Q2 2015$225,0008,1950.06%
Other shareholders
ADVANCED ENERGY INDS shareholders Q2 2021
NameSharesValueWeighting ↓
Summit Street Capital Management, LLC 37,995$1,631,0001.85%
Divisar Capital Management LLC 96,000$4,121,0001.36%
INVESTMENT COUNSELORS OF MARYLAND LLC 465,135$19,968,0001.15%
EAGLE BOSTON INVESTMENT MANAGEMENT INC 70,193$3,013,0001.04%
Aristotle Capital Boston, LLC 290,997$12,493,0001.02%
Lingohr Asset Management GmbH 20,035$856,0000.92%
Smith, Graham & Co., Investment Advisors, LP 146,480$6,288,0000.77%
Delek Group, Ltd. 332,553$14,660,0000.67%
Freestone Capital Holdings, LLC 200,458$8,606,0000.58%
Zebra Capital Management LLC 17,827$765,0000.47%
View complete list of ADVANCED ENERGY INDS shareholders