Brookstone Capital Management’s AES AES Stock Holding History

Brookstone Capital Management’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 Q2	–	Sell	-8,868	Closed	-$216K	–	826
2023 Q1	$216K	Sell	8,868 -52	-0.6%	-$1.32K	﹤0.01%	771
2022 Q4	$236K	Sell	8,920 -116	-1%	-$3.13K	﹤0.01%	750
2022 Q3	$218K	Buy	+9,036	New	+$214K	0.01%	735
2022 Q2	–	Sell	-8,723	Closed	-$215K	–	758
2022 Q1	$215K	Sell	8,723 -456	-5%	-$10.3K	﹤0.01%	720
2021 Q4	$212K	Sell	9,179 -1,810	-16%	-$44K	﹤0.01%	706
2021 Q3	$263K	Sell	10,989 -635	-5%	-$15.4K	﹤0.01%	632
2021 Q2	$290K	Buy	+11,624	New	+$307K	0.01%	597
2018 Q4	–	Sell	-344,879	Closed	-$4.83M	–	312
2018 Q3	$4.83M	Sell	344,879 -45,805	-12%	-$617K	0.37%	74
2018 Q2	$5.24M	Sell	390,684 -119,013	-23%	-$1.47M	0.46%	58
2018 Q1	$5.79M	Buy	509,697 +13,298	+3%	+$145K	0.53%	49
2017 Q4	$5.38M	Buy	+496,399	New	+$5.37M	0.48%	76

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brookstone Capital Management's AES Position: Q2 2023 in Review

Brookstone Capital Management sold out of AES (AES) in Q2 2023, closing a stake of 8,868 shares — an estimated $216K sold.

Brookstone Capital Management first reported a position in AES in Q4 2017 and held it in 11 quarters. The position peaked at $5.79M in Q1 2018. 635 funds tracked by Wall St. Rank hold AES as of Q2 2023.

Brookstone Capital Management reported no remaining AES position as of Q2 2023 after selling out during the quarter.
Brookstone Capital Management sold 8,868 AES shares in Q2 2023, an estimated $216K.
Brookstone Capital Management first reported a position in AES in Q4 2017 and held it in 11 quarters.
Brookstone Capital Management's AES position peaked at $5.79M in Q1 2018.
635 funds tracked by Wall St. Rank held AES as of Q2 2023.

Based on Brookstone Capital Management's 13F filing for Q2 2023, filed 11 Jul 2023.