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	-500	Closed	-$2.67K	–	76
2024 Q3	$2.67K	Buy	+500	New	+$8.85K	﹤0.01%	243

Other funds holding AES

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

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

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

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

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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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.