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 ↓
Aristotle Capital Boston, LLC 660,571$56,862,0001.44%
Green Alpha Advisors, LLC 17,997$1,549,0001.04%
Hardman Johnston Global Advisors LLC 376,853$32,440,0001.04%
NEEDHAM INVESTMENT MANAGEMENT LLC 80,000$6,886,0001.00%
SNYDER CAPITAL MANAGEMENT L P 413,987$35,636,0000.91%
Tributary Capital Management, LLC 129,426$11,141,0000.88%
Phocas Financial Corp. 79,910$6,879,0000.86%
Smith, Graham & Co., Investment Advisors, LP 86,490$7,445,0000.77%
EARNEST PARTNERS LLC 1,469,311$126,478,0000.75%
HEARTLAND ADVISORS INC 115,000$9,899,0000.61%
View complete list of ADVANCED ENERGY INDS shareholders