CHANNING INTRINSIC VALUE SMALL-CAP FUND AEIS Holdings History
CHANNING INTRINSIC VALUE SMALL-CAP FUND's Advanced Energy Industries Inc Holding Summary
As of 2025-04-30, VALUED ADVISERS TRUST held 2,054.00 shares of Advanced Energy Industries Inc(AEIS), totaling $200,080.00. This investment constitutes 2.71% of their stock portfolio, and VALUED ADVISERS TRUST now holds 0.01% of the outstanding Advanced Energy Industries Inc(AEIS) stock.
The initial trade took place in 2024Q1. And since then CHANNING INTRINSIC VALUE SMALL-CAP FUND has made 4 purchases of AEIS, at an average price of $100.18, for a total of 2,331.00 shares. In addition, there have been 1 sales at an average price of $104.42 for 277.00 shares. Based on historical transaction data and AEIS's current price of $143.25, CHANNING INTRINSIC VALUE SMALL-CAP FUND's estimated gain on his AEIS holdings is $89,631.00, reflecting a 38.38% gain to date.
CHANNING INTRINSIC VALUE SMALL-CAP FUND AEIS ($143.25) Holding Chart
CHANNING INTRINSIC VALUE SMALL-CAP FUND AEIS ($143.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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