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B. Riley Wealth Advisors’s AES AES Stock Holding History

B. Riley Wealth Advisors’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
-10,163
Closed -$179K – 1266
2024
Q2 		$179K Buy
+10,163
New +$193K ﹤0.01% 1257
2023
Q1 		– Sell
-15,691
Closed -$451K – 1518
2022
Q4 		$451K Buy
15,691
+4,855
+45% +$131K 0.01% 832
2022
Q3 		$246K Buy
+10,836
New +$257K 0.01% 1121
2015
Q1 		– Sell
-886
Closed -$12 – 609
2014
Q4 		$12 Buy
+886
New +$12.1K ﹤0.01% 2765
2014
Q3 		– Sell
-800
Closed -$12.4K – 687
2014
Q2 		$12.4K Buy
+800
New +$11.5K ﹤0.01% 1689

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

B. Riley Wealth Advisors's AES Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of AES (AES) in Q3 2024, closing a stake of 10,163 shares — an estimated $179K sold.

B. Riley Wealth Advisors first reported a position in AES in Q2 2014 and held it in 5 quarters. The position peaked at $451K in Q4 2022. 703 funds tracked by Wall St. Rank hold AES as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining AES position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,163 AES shares in Q3 2024, an estimated $179K.
  • B. Riley Wealth Advisors first reported a position in AES in Q2 2014 and held it in 5 quarters.
  • B. Riley Wealth Advisors's AES position peaked at $451K in Q4 2022.
  • 703 funds tracked by Wall St. Rank held AES as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.