AWM
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Axxcess Wealth Management’s AES AES Stock Holding History

Axxcess 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
2024
Q3 		– Sell
-19,670
Closed -$346K – 887
2024
Q2 		$346K Buy
19,670
+6,670
+51% +$127K 0.01% 613
2024
Q1 		$233K Buy
+13,000
New +$217K 0.01% 755

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

Axxcess Wealth Management's AES Position: Q3 2024 in Review

Axxcess Wealth Management sold out of AES (AES) in Q3 2024, closing a stake of 19,670 shares — an estimated $346K sold.

Axxcess Wealth Management first reported a position in AES in Q1 2024 and held it in 2 quarters. The position peaked at $346K in Q2 2024. 703 funds tracked by Wall St. Rank hold AES as of Q3 2024.

  • Axxcess Wealth Management reported no remaining AES position as of Q3 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 19,670 AES shares in Q3 2024, an estimated $346K.
  • Axxcess Wealth Management first reported a position in AES in Q1 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's AES position peaked at $346K in Q2 2024.
  • 703 funds tracked by Wall St. Rank held AES as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.