BJL
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Brighton Jones LLC’s AES AES Stock Holding History

Brighton Jones LLC’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
Q4 		– Sell
-12,336
Closed -$188K – 582
2023
Q3 		$188K Buy
12,336
+317
+3% +$6.04K 0.01% 505
2023
Q2 		$249K Buy
12,019
+1,961
+19% +$43.2K 0.01% 448
2023
Q1 		$242K Buy
10,058
+407
+4% +$10.3K 0.01% 428
2022
Q4 		$278K Sell
9,651
-40
-0.4% -$1.08K 0.02% 355
2022
Q3 		$219K Sell
9,691
-89
-0.9% -$2.11K 0.01% 401
2022
Q2 		$205K Buy
9,780
+92
+0.9% +$2.01K 0.01% 423
2022
Q1 		$249K Sell
9,688
-405
-4% -$9.15K 0.01% 421
2021
Q4 		$245K Buy
10,093
+12
+0.1% +$292 0.01% 431
2021
Q3 		$230K Buy
10,081
+86
+0.9% +$2.09K 0.01% 428
2021
Q2 		$261K Buy
9,995
+495
+5% +$13.1K 0.01% 384
2021
Q1 		$255K Sell
9,500
-26
-0.3% -$692 0.02% 344
2020
Q4 		$224K Buy
+9,526
New +$198K 0.01% 341

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return