Accel Wealth Management’s AES AES Stock Holding History

Accel Wealth Management’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	-560	Closed	-$13.5K	–	185
2023 Q1	$13.5K	Hold	560	–	–	0.01%	813
2022 Q4	$16.1K	Hold	560	–	–	0.01%	596
2022 Q3	$14K	Hold	560	–	–	0.01%	650
2022 Q2	$11K	Hold	560	–	–	0.01%	681
2022 Q1	$15K	Hold	560	–	–	0.01%	614
2021 Q4	$14K	Hold	560	–	–	0.01%	636
2021 Q3	$13K	Hold	560	–	–	0.01%	578
2021 Q2	$15K	Buy	+560	New	+$14.8K	0.01%	604

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Accel Wealth Management's AES Position: Q2 2023 in Review

Accel Wealth Management sold out of AES (AES) in Q2 2023, closing a stake of 560 shares — an estimated $13.5K sold.

Accel Wealth Management first reported a position in AES in Q2 2021 and held it in 8 quarters. The position peaked at $16.1K in Q4 2022. 635 funds tracked by Wall St. Rank hold AES as of Q2 2023.

Accel Wealth Management reported no remaining AES position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 560 AES shares in Q2 2023, an estimated $13.5K.
Accel Wealth Management first reported a position in AES in Q2 2021 and held it in 8 quarters.
Accel Wealth Management's AES position peaked at $16.1K in Q4 2022.
635 funds tracked by Wall St. Rank held AES as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.