CAROLINAS WEALTH CONSULTING LLC - ADVANCED ENERGY INDS ownership

ADVANCED ENERGY INDS's ticker is AEIS and the CUSIP is 007973100. A total of 264 filers reported holding ADVANCED ENERGY INDS in Q2 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.1%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of ADVANCED ENERGY INDS
ValueSharesWeighting
Q3 2023$2,618
-21.7%
300.0%0.00%0.0%
Q2 2023$3,344
-5.2%
30
-16.7%
0.00%0.0%
Q1 2023$3,528
+14.2%
360.0%0.00%0.0%
Q4 2022$3,088
+2.9%
36
-5.3%
0.00%0.0%
Q3 2022$3,0000.0%380.0%0.00%0.0%
Q2 2022$3,0000.0%380.0%0.00%0.0%
Q1 2022$3,0000.0%380.0%0.00%0.0%
Q4 2021$3,0000.0%38
+2.7%
0.00%0.0%
Q3 2021$3,000
-25.0%
370.0%0.00%0.0%
Q2 2021$4,000
+33.3%
37
+37.0%
0.00%0.0%
Q1 2021$3,0000.0%27
-3.6%
0.00%0.0%
Q4 2020$3,000
+50.0%
28
-17.6%
0.00%0.0%
Q3 2020$2,000340.00%
Other shareholders
ADVANCED ENERGY INDS shareholders Q2 2022
NameSharesValueWeighting ↓
Compass Wealth Management LLC 65,157$6,719,0262.11%
Aristotle Capital Boston, LLC 570,080$58,786,6571.90%
Tributary Capital Management, LLC 177,064$18,258,8411.73%
Green Alpha Advisors, LLC 15,140$1,561,2371.20%
SNYDER CAPITAL MANAGEMENT L P 503,801$51,951,9591.17%
Smith, Graham & Co., Investment Advisors, LP 78,020$8,045,4221.00%
Phocas Financial Corp. 64,738$6,676,0000.97%
EARNEST PARTNERS LLC 1,568,560$161,749,9070.93%
HUSSMAN STRATEGIC ADVISORS, INC. 26,250$2,706,9000.52%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 382,383$192,4760.49%
View complete list of ADVANCED ENERGY INDS shareholders