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Advisor Resource Council’s AES AES Stock Holding History

Advisor Resource Council’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
2024
Q4 		– Sell
-18,606
Closed -$373K – 77
2024
Q3 		$373K Buy
+18,606
New +$329K 0.17% 150
2021
Q3 		– Sell
-29,393
Closed -$766K – 228
2021
Q2 		$766K Buy
+29,393
New +$776K 0.08% 239

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Resource Council's AES Position: Q4 2024 in Review

Advisor Resource Council sold out of AES (AES) in Q4 2024, closing a stake of 18,606 shares — an estimated $373K sold.

Advisor Resource Council first reported a position in AES in Q2 2021 and held it in 2 quarters. The position peaked at $766K in Q2 2021. 711 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Advisor Resource Council reported no remaining AES position as of Q4 2024 after selling out during the quarter.
  • Advisor Resource Council sold 18,606 AES shares in Q4 2024, an estimated $373K.
  • Advisor Resource Council first reported a position in AES in Q2 2021 and held it in 2 quarters.
  • Advisor Resource Council's AES position peaked at $766K in Q2 2021.
  • 711 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Advisor Resource Council's 13F filing for Q4 2024, filed 26 Feb 2025.