Sheets Smith Wealth Management Advanced Energy Industries Inc Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

A detailed history of Sheets Smith Wealth Management transactions in Advanced Energy Industries Inc stock. As of the latest transaction made, Sheets Smith Wealth Management holds 7,127 shares of AEIS stock, worth $792,308. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,127

Previous 6,897 3.33%

Holding current value

$792,308

Previous $725,000 13.66%

% of portfolio

0.1%

Previous 0.09%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$101.71 - $122.72 $23,393 - $28,225	230 Added 3.33%	7,127 $824,000
Q3 2024 Nov 01, 2024	SELL	$92.85 - $119.61 $7,335 - $9,449	-79 Reduced 1.13%	6,897 $725,000
Q1 2024 May 08, 2024	BUY	$94.77 - $107.77 $94 - $107	1 Added 0.01%	6,976 $711,000
Q4 2023 Feb 06, 2024	SELL	$84.6 - $112.68 $11,844 - $15,775	-140 Reduced 1.97%	6,975 $759,000
Q3 2023 Oct 23, 2023	BUY	$98.69 - $126.03 $17,270 - $22,055	175 Added 2.52%	7,115 $733,000
Q2 2023 Aug 09, 2023	BUY	$83.97 - $111.45 $671 - $891	8 Added 0.12%	6,940 $773,000
Q1 2023 May 26, 2023	BUY	$85.54 - $99.44 $584,580 - $679,572	6,834 Added 6973.47%	6,932 $679,000
Q1 2023 May 12, 2023	SELL	$85.54 - $99.44 $582,784 - $677,484	-6,813 Reduced 98.58%	98 $9,000
Q2 2022 Jul 27, 2022	BUY	$69.33 - $86.33 $69 - $86	1 Added 0.01%	6,911 $504,000
Q1 2022 May 02, 2022	SELL	$78.42 - $93.73 $327,011 - $390,854	-4,170 Reduced 37.64%	6,910 $595,000
Q4 2021 Jan 20, 2022	BUY	$84.4 - $95.15 $1,941 - $2,188	23 Added 0.21%	11,080 $1.01 Million
Q4 2020 Jan 13, 2021	BUY	$61.72 - $102.33 $267,309 - $443,191	4,331 Added 64.39%	11,057 $1.07 Million
Q3 2020 Oct 26, 2020	SELL	$57.85 - $81.79 $2,024 - $2,862	-35 Reduced 0.52%	6,726 $423,000
Q1 2020 Apr 28, 2020	BUY	$35.55 - $77.94 $15,677 - $34,371	441 Added 6.98%	6,761 $328,000
Q4 2019 Jan 24, 2020	SELL	$52.66 - $71.48 $13,165 - $17,870	-250 Reduced 3.81%	6,320 $450,000
Q3 2019 Oct 28, 2019	SELL	$47.42 - $60.55 $1,896 - $2,422	-40 Reduced 0.61%	6,570 $377,000
Q1 2019 May 13, 2019	SELL	$40.99 - $52.52 $1,721 - $2,205	-42 Reduced 0.63%	6,610 $328,000
Q4 2018 Jan 11, 2019	SELL	$38.84 - $52.56 $7,534 - $10,196	-194 Reduced 2.83%	6,652 $286,000
Q3 2018 Oct 15, 2018	BUY	$50.55 - $62.34 $4,145 - $5,111	82 Added 1.21%	6,846 $354,000
Q2 2018 Jul 26, 2018	BUY	$57.94 - $69.18 $64,197 - $76,651	1,108 Added 19.59%	6,764 $393,000
Q1 2018 Apr 09, 2018	BUY	$62.32 - $77.53 $4,362 - $5,427	70 Added 1.25%	5,656 $361,000
Q4 2017 Jan 12, 2018	SELL	$67.48 - $94.25 $99,128 - $138,453	-1,469 Reduced 20.82%	5,586 $377,000
Q3 2017 Oct 12, 2017	BUY	$68.53 - $80.76 $483,479 - $569,761	7,055	7,055 $570,000

Others Institutions Holding AEIS

# of Institutions

337

Shares Held

34.7M

Call Options Held

47.9K

Put Options Held

201K

View Full List

About ADVANCED ENERGY INDUSTRIES INC

Ticker AEIS
Exchange NASDAQ
Sector Industrials
Industry Electrical Equipment & Parts
Shares Outstandng 37,359,000
Market Cap $4.15B
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...

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Sheets Smith Wealth Management Advanced Energy Industries Inc Transaction History