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Atria Wealth Solutions’s AES AES Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$573K Sell
54,204
-117,208
-68% -$1.25M 0.01% 853
2025
Q1 		$2.13M Buy
171,412
+54,736
+47% +$633K 0.03% 609
2024
Q4 		$1.5M Buy
+116,676
New +$1.74M 0.02% 753
2024
Q3 		– Sell
-12,367
Closed -$217K – 1917
2024
Q2 		$217K Sell
12,367
-1,717
-12% -$32.6K ﹤0.01% 1714
2024
Q1 		$253K Buy
+14,084
New +$235K ﹤0.01% 1672
2023
Q2 		– Sell
-9,367
Closed -$226K – 1863
2023
Q1 		$226K Sell
9,367
-28,856
-75% -$733K ﹤0.01% 1600
2022
Q4 		$1.1M Buy
38,223
+8,973
+31% +$242K 0.02% 702
2022
Q3 		$661K Buy
+29,250
New +$693K 0.01% 887
2022
Q2 		– Sell
-8,739
Closed -$225K – 1629
2022
Q1 		$225K Buy
+8,739
New +$198K ﹤0.01% 1502

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return