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Crescent Grove Advisors’s AES AES Stock Holding History

Crescent Grove 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
Q2 		– Sell
-12,725
Closed -$228K – 278
2024
Q1 		$228K Buy
+12,725
New +$213K 0.02% 282

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 $5.72T 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 $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Crescent Grove Advisors's AES Position: Q2 2024 in Review

Crescent Grove Advisors sold out of AES (AES) in Q2 2024, closing a stake of 12,725 shares — an estimated $228K sold.

Crescent Grove Advisors first reported a position in AES in Q1 2024 and held it in 1 quarter. The position peaked at $228K in Q1 2024. 694 funds tracked by Wall St. Rank hold AES as of Q2 2024.

  • Crescent Grove Advisors reported no remaining AES position as of Q2 2024 after selling out during the quarter.
  • Crescent Grove Advisors sold 12,725 AES shares in Q2 2024, an estimated $228K.
  • Crescent Grove Advisors first reported a position in AES in Q1 2024 and held it in 1 quarter.
  • Crescent Grove Advisors's AES position peaked at $228K in Q1 2024.
  • 694 funds tracked by Wall St. Rank held AES as of Q2 2024.

Based on Crescent Grove Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.