Baron Wealth Management 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
Baron Wealth Management LLC ownership history of ADVANCED ENERGY INDS
ValueSharesWeighting
Q4 2023$313,363
+5.6%
2,8770.0%0.17%
-9.0%
Q3 2023$296,676
-7.5%
2,8770.0%0.19%
-7.4%
Q2 2023$320,642
+13.7%
2,8770.0%0.20%
+2.0%
Q1 2023$281,946
+14.2%
2,8770.0%0.20%
+5.8%
Q4 2022$246,7892,8770.19%
Other shareholders
ADVANCED ENERGY INDS shareholders Q4 2023
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