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Ahrens Investment Partners’s AES AES Stock Holding History

Ahrens Investment Partners’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 		$12K Buy
+500
New +$12.7K 0.01% 583
2022
Q3 		– Sell
-500
Closed -$11K – 176
2022
Q2 		$11K Hold
500
– – ﹤0.01% 611
2022
Q1 		$13K Hold
500
– – ﹤0.01% 661
2021
Q4 		$12K Buy
+500
New +$12.2K 0.01% 691

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ahrens Investment Partners's AES Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in AES (AES) in Q1 2023: 500 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in AES as recently as Q2 2022.

Ahrens Investment Partners first reported a position in AES in Q4 2021 and has held it in 4 quarters since. The position peaked at $13K in Q1 2022. 674 funds tracked by Wall St. Rank hold AES as of Q1 2023.

  • Ahrens Investment Partners held 500 shares of AES worth $12K as of Q1 2023.
  • AES was a new Ahrens Investment Partners position in Q1 2023.
  • AES made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #583 holding.
  • Ahrens Investment Partners first reported a position in AES in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's AES position peaked at $13K in Q1 2022.
  • 674 funds tracked by Wall St. Rank held AES as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.