Atwood & Palmer’s AES AES Stock Holding History

Atwood & Palmer’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 Q2	–	Sell	-141	Closed	-$4K	–	392
2022 Q1	$4K	Hold	141	–	–	﹤0.01%	397
2021 Q4	$3K	Hold	141	–	–	﹤0.01%	418
2021 Q3	$3K	Hold	141	–	–	﹤0.01%	396
2021 Q2	$4K	Hold	141	–	–	﹤0.01%	373
2021 Q1	$4K	Buy	+141	New	+$3.75K	﹤0.01%	391

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atwood & Palmer's AES Position: Q2 2022 in Review

Atwood & Palmer sold out of AES (AES) in Q2 2022, closing a stake of 141 shares — an estimated $4K sold.

Atwood & Palmer first reported a position in AES in Q1 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 596 funds tracked by Wall St. Rank hold AES as of Q2 2022.

Atwood & Palmer reported no remaining AES position as of Q2 2022 after selling out during the quarter.
Atwood & Palmer sold 141 AES shares in Q2 2022, an estimated $4K.
Atwood & Palmer first reported a position in AES in Q1 2021 and held it in 5 quarters.
Atwood & Palmer's AES position peaked at $4K in Q1 2022.
596 funds tracked by Wall St. Rank held AES as of Q2 2022.

Based on Atwood & Palmer's 13F filing for Q2 2022, filed 21 Jul 2022.