Accurate Wealth Management’s AES AES Stock Holding History

Accurate 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 Q1	–	Sell	-85	Closed	-$2.31K	–	268
2022 Q4	$2.31K	Buy	+85	New	+$2.29K	﹤0.01%	1177

Other funds holding AES

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accurate Wealth Management's AES Position: Q1 2023 in Review

Accurate Wealth Management sold out of AES (AES) in Q1 2023, closing a stake of 85 shares — an estimated $2.31K sold.

Accurate Wealth Management first reported a position in AES in Q4 2022 and held it in 1 quarter. The position peaked at $2.31K in Q4 2022. 674 funds tracked by Wall St. Rank hold AES as of Q1 2023.

Accurate Wealth Management reported no remaining AES position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 85 AES shares in Q1 2023, an estimated $2.31K.
Accurate Wealth Management first reported a position in AES in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's AES position peaked at $2.31K in Q4 2022.
674 funds tracked by Wall St. Rank held AES as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.