JFS WEALTH ADVISORS, LLC - ADVANCED ENERGY INDS ownership

ADVANCED ENERGY INDS's ticker is AEIS and the CUSIP is 007973100. A total of 7 filers reported holding ADVANCED ENERGY INDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ADVANCED ENERGY INDS
ValueSharesWeighting
Q3 2023$2,372
-7.5%
230.0%0.00%
Q2 2023$2,564
+13.8%
230.0%0.00%
Q1 2023$2,254
+1.1%
23
-11.5%
0.00%
Q4 2022$2,230
+11.5%
26
+8.3%
0.00%
Q3 2022$2,000
+100.0%
24
+242.9%
0.00%
Q2 2022$1,000
-50.0%
7
-63.2%
0.00%
Q1 2022$2,000
+100.0%
19
+171.4%
0.00%
Q4 2021$1,00070.00%
Other shareholders
ADVANCED ENERGY INDS shareholders Q4 2023
NameSharesValueWeighting ↓
Summit Street Capital Management, LLC 56,877$4,050,0003.26%
Redwood Investments, LLC 273,641$19,483,0001.83%
Aristotle Capital Boston, LLC 831,223$59,183,0001.63%
Copper Rock Capital Partners, LLC 298,655$21,264,0001.61%
INVESTMENT COUNSELORS OF MARYLAND LLC 496,695$35,365,0001.51%
G2 Investment Partners Management LLC 64,364$4,583,0001.48%
Lisanti Capital Growth, LLC 77,606$5,526,0001.47%
Monarch Partners Asset Management LLC 82,107$5,846,0001.30%
Phoenix Holdings Ltd. 390,048$27,580,0001.15%
Smith, Graham & Co., Investment Advisors, LP 141,580$10,081,0000.98%
View complete list of ADVANCED ENERGY INDS shareholders