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Cetera Advisors’s AES AES Stock Holding History

Cetera Advisors’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 		$324K Buy
18,045
+7,897
+78% +$132K ﹤0.01% 1887
2023
Q4 		$195K Buy
+10,148
New +$165K ﹤0.01% 1651
2023
Q1 		– Sell
-7,043
Closed -$203K – 1651
2022
Q4 		$203K Buy
+7,043
New +$190K ﹤0.01% 1443
2019
Q2 		– Sell
-29,961
Closed -$541K – 938
2019
Q1 		$541K Buy
29,961
+3,375
+13% +$56.8K 0.03% 476
2018
Q4 		$388K Sell
26,586
-894
-3% -$13.4K 0.02% 552
2018
Q3 		$384K Sell
27,480
-2,108
-7% -$28.4K 0.02% 648
2018
Q2 		$397K Buy
29,588
+1,200
+4% +$14.8K 0.02% 575
2018
Q1 		$323K Buy
28,388
+2,029
+8% +$22.1K 0.02% 584
2017
Q4 		$284K Sell
26,359
-209
-0.8% -$2.26K 0.02% 595
2017
Q3 		$294K Buy
26,568
+810
+3% +$9.04K 0.02% 618
2017
Q2 		$286K Buy
+25,758
New +$296K 0.02% 609
2016
Q3 		– Sell
-57,237
Closed -$718K – 772
2016
Q2 		$718K Sell
57,237
-45,480
-44% -$512K 0.06% 328
2016
Q1 		$1.21M Sell
102,717
-26,775
-21% -$267K 0.1% 206
2015
Q4 		$1.24M Buy
129,492
+23,512
+22% +$236K 0.1% 217
2015
Q3 		$1.03M Buy
105,980
+5,920
+6% +$71.5K 0.1% 227
2015
Q2 		$1.33M Sell
100,060
-11,514
-10% -$154K 0.11% 197
2015
Q1 		$1.43M Buy
+111,574
New +$1.4M 0.13% 188

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Advisors's AES Position: Q1 2024 in Review

Cetera Advisors increased its AES (AES) stake by 78% in Q1 2024, buying an estimated $132K and bringing the position to 18,045 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Cetera Advisors first reported a position in AES in Q1 2015 and has held it in 17 quarters since. The position peaked at $1.43M in Q1 2015. 654 funds tracked by Wall St. Rank hold AES as of Q1 2024.

  • Cetera Advisors held 18,045 shares of AES worth $324K as of Q1 2024.
  • Cetera Advisors bought 7,897 AES shares in Q1 2024, an estimated $132K.
  • AES made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1887 holding.
  • Cetera Advisors first reported a position in AES in Q1 2015 and has held it in 17 quarters since.
  • Cetera Advisors's AES position peaked at $1.43M in Q1 2015.
  • 654 funds tracked by Wall St. Rank held AES as of Q1 2024.

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