PATHSTONE FAMILY OFFICE, LLC - ADVANCED ENERGY INDS ownership

ADVANCED ENERGY INDS's ticker is AEIS and the CUSIP is 007973100. A total of 296 filers reported holding ADVANCED ENERGY INDS in Q1 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.1%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of ADVANCED ENERGY INDS
ValueSharesWeighting
Q3 2023$1,119,059
+26.1%
10,852
+36.3%
0.01%
-30.8%
Q2 2023$887,254
+9.0%
7,961
-1.6%
0.01%0.0%
Q1 2023$813,902
-47.4%
8,087
-58.7%
0.01%0.0%
Q4 2022$1,545,951
+8.7%
19,584
+6.6%
0.01%0.0%
Q3 2022$1,422,754
+162.4%
18,380
+147.4%
0.01%
+8.3%
Q2 2022$542,243
-23.2%
7,430
+2.2%
0.01%
-25.0%
Q1 2022$706,000
+6.3%
7,270
-0.1%
0.02%
-5.9%
Q4 2021$664,000
+5.4%
7,280
+1.4%
0.02%
-5.6%
Q3 2021$630,000
-15.2%
7,176
+8.9%
0.02%
-18.2%
Q2 2021$743,000
+8.2%
6,587
+4.6%
0.02%
-4.3%
Q1 2021$687,000
+22800.0%
6,296
+10393.3%
0.02%
Q1 2020$3,00060
+566.7%
0.00%
Q1 2019$090.0%0.00%
Q4 2018$090.00%
Other shareholders
ADVANCED ENERGY INDS shareholders Q1 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