A detailed history of Allworth Financial LP transactions in Advanced Energy Industries Inc stock. As of the latest transaction made, Allworth Financial LP holds 74 shares of AEIS stock, worth $8,928. This represents 0.0% of its overall portfolio holdings.

Number of Shares
74
Previous 100 26.0%
Holding current value
$8,928
Previous $10,000 30.0%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$92.85 - $119.61 $2,414 - $3,109
-26 Reduced 26.0%
74 $7,000
Q2 2024

Jul 23, 2024

BUY
$89.7 - $109.61 $4,485 - $5,480
50 Added 100.0%
100 $10,000
Q1 2024

Apr 25, 2024

SELL
$94.77 - $107.77 $94 - $107
-1 Reduced 1.96%
50 $5,000
Q4 2023

Jan 24, 2024

BUY
$84.6 - $112.68 $676 - $901
8 Added 18.6%
51 $5,000
Q3 2023

Oct 31, 2023

BUY
$98.69 - $126.03 $789 - $1,008
8 Added 22.86%
43 $4,000
Q2 2023

Jul 18, 2023

BUY
$83.97 - $111.45 $335 - $445
4 Added 12.9%
35 $3,000
Q4 2022

Jan 13, 2023

BUY
$70.73 - $94.85 $495 - $663
7 Added 29.17%
31 $0
Q3 2022

Oct 18, 2022

SELL
$69.35 - $98.01 $138 - $196
-2 Reduced 7.69%
24 $2,000
Q2 2022

Jul 13, 2022

BUY
$69.33 - $86.33 $207 - $258
3 Added 13.04%
26 $2,000
Q1 2022

Apr 22, 2022

SELL
$78.42 - $93.73 $14,978 - $17,902
-191 Reduced 89.25%
23 $2,000
Q4 2021

Jan 21, 2022

BUY
$84.4 - $95.15 $16,373 - $18,459
194 Added 970.0%
214 $19,000
Q4 2019

Jan 16, 2020

SELL
$52.66 - $71.48 $263 - $357
-5 Reduced 20.0%
20 $1,000
Q1 2019

May 07, 2019

BUY
$40.99 - $52.52 $204 - $262
5 Added 25.0%
25 $1,000
Q1 2018

May 02, 2018

BUY
$62.32 - $77.53 $1,246 - $1,550
20 New
20 $1,000

Others Institutions Holding AEIS

About ADVANCED ENERGY INDUSTRIES INC


  • Ticker AEIS
  • Exchange NASDAQ
  • Sector Industrials
  • Industry Electrical Equipment & Parts
  • Shares Outstandng 37,359,000
  • Market Cap $4.51B
  • Description
  • Advanced Energy Industries, Inc. designs, manufactures, sells, and supports precision power conversion, measurement, and control solutions worldwide. It offers plasma power solutions, including direct current (DC), pulsed DC, low frequency alternating current, high voltage, and radio frequency (RF) power supplies, as well as RF power supplies, R...
More about AEIS
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