Amplius Wealth Advisors’s AES AES Stock Holding History

Amplius Wealth 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 Q1	–	Sell	-165	Closed	-$4K	–	190
2021 Q4	$4K	Buy	+165	New	+$4.01K	﹤0.01%	728

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

OAG

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Amplius Wealth Advisors's AES Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of AES (AES) in Q1 2022, closing a stake of 165 shares — an estimated $4K sold.

Amplius Wealth Advisors first reported a position in AES in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 612 funds tracked by Wall St. Rank hold AES as of Q1 2022.

Amplius Wealth Advisors reported no remaining AES position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 165 AES shares in Q1 2022, an estimated $4K.
Amplius Wealth Advisors first reported a position in AES in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's AES position peaked at $4K in Q4 2021.
612 funds tracked by Wall St. Rank held AES as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.