Bedel Financial Consulting’s AES AES Stock Holding History

Bedel Financial Consulting’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	-2,413	Closed	-$62K	–	209
2022 Q1	$62K	Hold	2,413	–	–	0.02%	356
2021 Q4	$59K	Hold	2,413	–	–	0.02%	366
2021 Q3	$55K	Hold	2,413	–	–	0.02%	366
2021 Q2	$63K	Hold	2,413	–	–	0.02%	344
2021 Q1	$65K	Buy	2,413 +100	+4%	+$2.66K	0.03%	332
2020 Q4	$54K	Hold	2,313	–	–	0.02%	305
2020 Q3	$42K	Buy	2,313 +53	+2%	+$885	0.02%	324
2020 Q2	$33K	Sell	2,260 -13	-0.6%	-$171	0.02%	332
2020 Q1	$31K	Buy	2,273 +13	+0.6%	+$233	0.02%	328
2019 Q4	$45K	Hold	2,260	–	–	0.03%	303
2019 Q3	$37K	Hold	2,260	–	–	0.02%	316
2019 Q2	$38K	Sell	2,260 -291	-11%	-$4.93K	0.02%	311
2019 Q1	$46K	Sell	2,551 -1,842	-42%	-$31K	0.03%	283
2018 Q4	$64K	Buy	4,393 +2	+0%	+$30	0.05%	223
2018 Q3	$67K	Buy	4,391 +3	+0.1%	+$40	0.04%	239
2018 Q2	$59K	Buy	4,388 +3	+0.1%	+$37	0.04%	250
2018 Q1	$50K	Buy	+4,385	New	+$47.7K	0.04%	270

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 $3.38T AUM 44.17% 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

Bedel Financial Consulting's AES Position: Q2 2022 in Review

Bedel Financial Consulting sold out of AES (AES) in Q2 2022, closing a stake of 2,413 shares — an estimated $62K sold.

Bedel Financial Consulting first reported a position in AES in Q1 2018 and held it in 17 quarters. The position peaked at $67K in Q3 2018. 596 funds tracked by Wall St. Rank hold AES as of Q2 2022.

Bedel Financial Consulting reported no remaining AES position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 2,413 AES shares in Q2 2022, an estimated $62K.
Bedel Financial Consulting first reported a position in AES in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's AES position peaked at $67K in Q3 2018.
596 funds tracked by Wall St. Rank held AES as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.