Cetera Advisor Networks’s AES AES Stock Holding History

Cetera Advisor Networks’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 Q1	$726K	Buy	40,499 +17,465	+76%	+$292K	﹤0.01%	1668
2023 Q4	$443K	Sell	23,034 -1,527	-6%	-$24.8K	﹤0.01%	1977
2023 Q3	$373K	Buy	24,561 +3,524	+17%	+$67.1K	﹤0.01%	1986
2023 Q2	$436K	Sell	21,037 -427	-2%	-$9.4K	﹤0.01%	1809
2023 Q1	$517K	Sell	21,464 -581	-3%	-$14.8K	﹤0.01%	1670
2022 Q4	$634K	Buy	22,045 +12,305	+126%	+$332K	0.01%	1470
2022 Q3	$220K	Buy	+9,740	New	+$231K	﹤0.01%	1794
2022 Q2	–	Sell	-9,148	Closed	-$235K	–	2062
2022 Q1	$235K	Sell	9,148 -8,279	-48%	-$187K	﹤0.01%	1784
2021 Q4	$423K	Buy	17,427 +1,831	+12%	+$44.5K	0.01%	1371
2021 Q3	$356K	Buy	15,596 +1,069	+7%	+$26K	﹤0.01%	1420
2021 Q2	$379K	Buy	14,527 +418	+3%	+$11K	0.01%	1344
2021 Q1	$378K	Sell	14,109 -7,933	-36%	-$211K	0.01%	1006
2020 Q4	$518K	Sell	22,042 -14,293	-39%	-$297K	0.01%	774
2020 Q3	$658K	Buy	36,335 +32,990	+986%	+$551K	0.02%	606
2020 Q2	$48K	Buy	+3,345	New	+$43.9K	﹤0.01%	1908

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

OAG

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cetera Advisor Networks's AES Position: Q1 2024 in Review

Cetera Advisor Networks increased its AES (AES) stake by 76% in Q1 2024, buying an estimated $292K and bringing the position to 40,499 shares worth $726K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Cetera Advisor Networks first reported a position in AES in Q2 2020 and has held it in 15 quarters since. 654 funds tracked by Wall St. Rank hold AES as of Q1 2024.

Cetera Advisor Networks held 40,499 shares of AES worth $726K as of Q1 2024.
Cetera Advisor Networks bought 17,465 AES shares in Q1 2024, an estimated $292K.
AES made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1668 holding.
Cetera Advisor Networks first reported a position in AES in Q2 2020 and has held it in 15 quarters since.
654 funds tracked by Wall St. Rank held AES as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.