Castleview Partners’s AES AES Stock Holding History

Castleview Partners’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
2024 Q3	–	Sell	-294	Closed	-$5.17K	–	555
2024 Q2	$5.17K	Hold	294	–	–	﹤0.01%	621
2024 Q1	$5.27K	Hold	294	–	–	﹤0.01%	627
2023 Q4	$5.66K	Buy	+294	New	+$4.78K	﹤0.01%	568

Other funds holding AES

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Castleview Partners's AES Position: Q3 2024 in Review

Castleview Partners sold out of AES (AES) in Q3 2024, closing a stake of 294 shares — an estimated $5.17K sold.

Castleview Partners first reported a position in AES in Q4 2023 and held it in 3 quarters. The position peaked at $5.66K in Q4 2023. 703 funds tracked by Wall St. Rank hold AES as of Q3 2024.

Castleview Partners reported no remaining AES position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 294 AES shares in Q3 2024, an estimated $5.17K.
Castleview Partners first reported a position in AES in Q4 2023 and held it in 3 quarters.
Castleview Partners's AES position peaked at $5.66K in Q4 2023.
703 funds tracked by Wall St. Rank held AES as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.