Atria Wealth Solutions’s The AES Corporation AESC Stock Holding History

Atria Wealth Solutions’s Portfolio AESC Stock Details AESC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,895	Closed	-$449K	–	2088
2023 Q4	$449K	Sell	5,895 -472	-7%	-$30.6K	0.01%	1273
2023 Q3	$388K	Sell	6,367 -37	-0.6%	-$2.79K	0.01%	1262
2023 Q2	$523K	Sell	6,404 -14	-0.2%	-$1.19K	0.01%	1137
2023 Q1	$574K	Sell	6,418 -5	-0.1%	-$468	0.01%	1052
2022 Q4	$655K	Buy	6,423 +461	+8%	+$45.3K	0.01%	953
2022 Q3	$527K	Buy	5,962 +1,633	+38%	+$151K	0.01%	990
2022 Q2	$374K	Buy	+4,329	New	+$385K	0.01%	1107

Atria Wealth Solutions's AESC Position: Q1 2024 in Review

Atria Wealth Solutions sold out of The AES Corporation (AESC) in Q1 2024, closing a stake of 5,895 shares — an estimated $449K sold.

Atria Wealth Solutions first reported a position in AESC in Q2 2022 and held it in 7 quarters. The position peaked at $655K in Q4 2022. 0 funds tracked by Wall St. Rank hold AESC as of Q1 2024.

Atria Wealth Solutions reported no remaining The AES Corporation position as of Q1 2024 after selling out during the quarter.
Atria Wealth Solutions sold 5,895 The AES Corporation shares in Q1 2024, an estimated $449K.
Atria Wealth Solutions first reported a position in The AES Corporation in Q2 2022 and held it in 7 quarters.
Atria Wealth Solutions's The AES Corporation position peaked at $655K in Q4 2022.
0 funds tracked by Wall St. Rank held The AES Corporation as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.