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Coppell Advisory Solutions Corp’s AES AES Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-946
Closed -$27.2K – 220
2022
Q4 		$27.2K Buy
+946
New +$25.5K 0.01% 449

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions Corp's AES Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of AES (AES) in Q1 2023, closing a stake of 946 shares — an estimated $27.2K sold.

Coppell Advisory Solutions Corp first reported a position in AES in Q4 2022 and held it in 1 quarter. The position peaked at $27.2K in Q4 2022. 674 funds tracked by Wall St. Rank hold AES as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining AES position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 946 AES shares in Q1 2023, an estimated $27.2K.
  • Coppell Advisory Solutions Corp first reported a position in AES in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's AES position peaked at $27.2K in Q4 2022.
  • 674 funds tracked by Wall St. Rank held AES as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.