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Blackston Financial Advisory Group’s AES AES Stock Holding History

Blackston Financial Advisory Group’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
Q4 		– Sell
-233
Closed -$6K – 88
2022
Q3 		$6K Buy
+233
New +$5.52K ﹤0.01% 88

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 $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blackston Financial Advisory Group's AES Position: Q4 2022 in Review

Blackston Financial Advisory Group sold out of AES (AES) in Q4 2022, closing a stake of 233 shares — an estimated $6K sold.

Blackston Financial Advisory Group first reported a position in AES in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 692 funds tracked by Wall St. Rank hold AES as of Q4 2022.

  • Blackston Financial Advisory Group reported no remaining AES position as of Q4 2022 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 233 AES shares in Q4 2022, an estimated $6K.
  • Blackston Financial Advisory Group first reported a position in AES in Q3 2022 and held it in 1 quarter.
  • Blackston Financial Advisory Group's AES position peaked at $6K in Q3 2022.
  • 692 funds tracked by Wall St. Rank held AES as of Q4 2022.

Based on Blackston Financial Advisory Group's 13F filing for Q4 2022, filed 10 Feb 2023.