Number of Shares
417,947.00
Current Holdings Value*
$40.71 Mil
% of Portfolio
1.05%
Total Estimate Gain
$37.07 Mil
% of Total Estimate Gain
73.35%

Fidelity Series Small Cap Opportunities Fund's Advanced Energy Industries Inc Holding Summary

As of 2025-04-30, FIDELITY SECURITIES FUND held 417,947.00 shares of Advanced Energy Industries Inc(AEIS), totaling $40.71 Mil. This investment constitutes 1.05% of their stock portfolio, and FIDELITY SECURITIES FUND now holds 1.11% of the outstanding Advanced Energy Industries Inc(AEIS) stock.

The initial trade took place in 2019Q4. And since then Fidelity Series Small Cap Opportunities Fund has made 8 purchases of AEIS, at an average price of $68.33, for a total of 739,599.00 shares. In addition, there have been 10 sales at an average price of $92.89 for 321,652.00 shares. Based on historical transaction data and AEIS's current price of $138.14, Fidelity Series Small Cap Opportunities Fund's estimated gain on his AEIS holdings is $37.07 Mil, reflecting a 73.35% gain to date.

Fidelity Series Small Cap Opportunities Fund AEIS ($138.14) Holding Chart

Fidelity Series Small Cap Opportunities Fund AEIS ($138.14) 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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