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180 Wealth Advisors’s AES AES Stock Holding History

180 Wealth Advisors’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,990
Closed -$337K – 367
2023
Q1 		$337K Buy
+13,990
New +$356K 0.08% 241
2021
Q3 		– Sell
-13,244
Closed -$322K – 387
2021
Q2 		$322K Buy
+13,244
New +$350K 0.07% 259

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

180 Wealth Advisors's AES Position: Q2 2023 in Review

180 Wealth Advisors sold out of AES (AES) in Q2 2023, closing a stake of 13,990 shares — an estimated $337K sold.

180 Wealth Advisors first reported a position in AES in Q2 2021 and held it in 2 quarters. The position peaked at $337K in Q1 2023. 635 funds tracked by Wall St. Rank hold AES as of Q2 2023.

  • 180 Wealth Advisors reported no remaining AES position as of Q2 2023 after selling out during the quarter.
  • 180 Wealth Advisors sold 13,990 AES shares in Q2 2023, an estimated $337K.
  • 180 Wealth Advisors first reported a position in AES in Q2 2021 and held it in 2 quarters.
  • 180 Wealth Advisors's AES position peaked at $337K in Q1 2023.
  • 635 funds tracked by Wall St. Rank held AES as of Q2 2023.

Based on 180 Wealth Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.