Avior Wealth Management’s AES AES Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-252	Closed	-$3.24K	–	768
2024 Q4	$3.24K	Buy	252 +222	+740%	+$3.32K	﹤0.01%	2000
2024 Q3	$601	Buy	+30	New	+$531	﹤0.01%	2148
2024 Q2	–	Sell	-1,791	Closed	-$32.1K	–	2280
2024 Q1	$32.1K	Buy	1,791 +1,769	+8,041%	+$29.6K	﹤0.01%	1408
2023 Q4	$423	Hold	22	–	–	﹤0.01%	1435
2023 Q3	$334	Hold	22	–	–	﹤0.01%	1522
2023 Q2	$456	Sell	22 -1,250	-98%	-$27.5K	﹤0.01%	1467
2023 Q1	$30.6K	Hold	1,272	–	–	﹤0.01%	872
2022 Q4	$36.6K	Buy	1,272 +1,250	+5,682%	+$33.7K	﹤0.01%	674
2022 Q3	$0	Hold	22	–	–	﹤0.01%	1136
2022 Q2	$0	Hold	22	–	–	﹤0.01%	1045
2022 Q1	$0	Hold	22	–	–	﹤0.01%	1086
2021 Q4	$0	Hold	22	–	–	﹤0.01%	1081
2021 Q3	$0	Hold	22	–	–	﹤0.01%	1046
2021 Q2	$0	Hold	22	–	–	﹤0.01%	1017
2021 Q1	$0	Buy	+22	New	+$585	﹤0.01%	997

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avior Wealth Management's AES Position: Q1 2025 in Review

Avior Wealth Management sold out of AES (AES) in Q1 2025, closing a stake of 252 shares — an estimated $3.24K sold.

Avior Wealth Management first reported a position in AES in Q1 2021 and held it in 15 quarters. The position peaked at $36.6K in Q4 2022. 696 funds tracked by Wall St. Rank hold AES as of Q1 2025.

Avior Wealth Management reported no remaining AES position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 252 AES shares in Q1 2025, an estimated $3.24K.
Avior Wealth Management first reported a position in AES in Q1 2021 and held it in 15 quarters.
Avior Wealth Management's AES position peaked at $36.6K in Q4 2022.
696 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.