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Annapolis Financial Services’s AES AES Stock Holding History

Annapolis Financial Services’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
Q3 		$207 Buy
+10
New +$177 ﹤0.01% 447
2022
Q4 		– Sell
-294
Closed -$7K – 437
2022
Q3 		$7K Buy
+294
New +$6.97K ﹤0.01% 364

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Annapolis Financial Services's AES Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in AES (AES) in Q3 2024: 10 shares worth $207. The stake represents ﹤0.01% of the portfolio and ranks #447 among its holdings. This is a return to the name: Annapolis Financial Services previously reported a position in AES as recently as Q3 2022.

Annapolis Financial Services first reported a position in AES in Q3 2022 and has held it in 2 quarters since. The position peaked at $7K in Q3 2022. 703 funds tracked by Wall St. Rank hold AES as of Q3 2024.

  • Annapolis Financial Services held 10 shares of AES worth $207 as of Q3 2024.
  • AES was a new Annapolis Financial Services position in Q3 2024.
  • AES made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #447 holding.
  • Annapolis Financial Services first reported a position in AES in Q3 2022 and has held it in 2 quarters since.
  • Annapolis Financial Services's AES position peaked at $7K in Q3 2022.
  • 703 funds tracked by Wall St. Rank held AES as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.