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American Portfolios Advisors’s AES AES Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$31.6K Buy
1,400
+492
+54% +$11.7K ﹤0.01% 1963
2022
Q2 		$19.1K Sell
908
-409
-31% -$8.93K ﹤0.01% 2257
2022
Q1 		$33.9K Sell
1,317
-86
-6% -$1.94K ﹤0.01% 2082
2021
Q4 		$34.1K Sell
1,403
-456
-25% -$11.1K ﹤0.01% 2066
2021
Q3 		$42.4K Sell
1,859
-406
-18% -$9.86K ﹤0.01% 1863
2021
Q2 		$59K Buy
2,265
+1,141
+102% +$30.1K ﹤0.01% 1652
2021
Q1 		$30.1K Sell
1,124
-425
-27% -$11.3K ﹤0.01% 1846
2020
Q4 		$36.4K Sell
1,549
-80
-5% -$1.66K ﹤0.01% 1540
2020
Q3 		$29.5K Buy
1,629
+172
+12% +$2.87K ﹤0.01% 1520
2020
Q2 		$21.1K Buy
1,457
+10
+0.7% +$131 ﹤0.01% 1620
2020
Q1 		$19.7K Sell
1,447
-4,329
-75% -$77.6K ﹤0.01% 1534
2019
Q4 		$115K Buy
5,776
+4,317
+296% +$77.2K 0.01% 978
2019
Q3 		$23.8K Sell
1,459
-41
-3% -$660 ﹤0.01% 1603
2019
Q2 		$25.1K Sell
1,500
-8,343
-85% -$141K ﹤0.01% 1585
2019
Q1 		$178K Sell
9,843
-849
-8% -$14.3K 0.02% 680
2018
Q4 		$155K Sell
10,692
-13,879
-56% -$208K 0.02% 594
2018
Q3 		$344K Sell
24,571
-3,773
-13% -$50.8K 0.04% 422
2018
Q2 		$380K Buy
28,344
+4,023
+17% +$49.5K 0.05% 343
2018
Q1 		$277K Buy
24,321
+1,525
+7% +$16.6K 0.04% 402
2017
Q4 		$247K Buy
+22,796
New +$247K 0.04% 429

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 $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Portfolios Advisors's AES Position: Q3 2022 in Review

American Portfolios Advisors increased its AES (AES) stake by 54% in Q3 2022, buying an estimated $11.7K and bringing the position to 1,400 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

American Portfolios Advisors first reported a position in AES in Q4 2017 and has held it in 20 quarters since. The position peaked at $380K in Q2 2018. 633 funds tracked by Wall St. Rank hold AES as of Q3 2022.

  • American Portfolios Advisors held 1,400 shares of AES worth $31.6K as of Q3 2022.
  • American Portfolios Advisors bought 492 AES shares in Q3 2022, an estimated $11.7K.
  • AES made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1963 holding.
  • American Portfolios Advisors first reported a position in AES in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's AES position peaked at $380K in Q2 2018.
  • 633 funds tracked by Wall St. Rank held AES as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.