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Bellwether Advisors’s AES AES Stock Holding History

Bellwether 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
2023
Q1 		– Sell
-30,632
Closed -$881K – 489
2022
Q4 		$881K Buy
+30,632
New +$826K 0.26% 66
2022
Q2 		– Sell
-131
Closed -$3K – 389
2022
Q1 		$3K Hold
131
– – ﹤0.01% 402
2021
Q4 		$3K Sell
131
-7
-5% -$170 ﹤0.01% 436
2021
Q3 		$3K Buy
+138
New +$3.35K ﹤0.01% 413

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bellwether Advisors's AES Position: Q1 2023 in Review

Bellwether Advisors sold out of AES (AES) in Q1 2023, closing a stake of 30,632 shares — an estimated $881K sold.

Bellwether Advisors first reported a position in AES in Q3 2021 and held it in 4 quarters. The position peaked at $881K in Q4 2022. 674 funds tracked by Wall St. Rank hold AES as of Q1 2023.

  • Bellwether Advisors reported no remaining AES position as of Q1 2023 after selling out during the quarter.
  • Bellwether Advisors sold 30,632 AES shares in Q1 2023, an estimated $881K.
  • Bellwether Advisors first reported a position in AES in Q3 2021 and held it in 4 quarters.
  • Bellwether Advisors's AES position peaked at $881K in Q4 2022.
  • 674 funds tracked by Wall St. Rank held AES as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.