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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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital World Investors
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return