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DB Wealth Management Group’s AES AES Stock Holding History

DB Wealth Management Group’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
Q4 		$15.2K Hold
787
– – 0.01% 258
2023
Q3 		$12K Hold
787
– – 0.01% 267
2023
Q2 		$16.3K Hold
787
– – 0.01% 246
2023
Q1 		$19K Hold
787
– – 0.01% 234
2022
Q4 		$22.6K Buy
+787
New +$21.2K 0.01% 214

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DB Wealth Management Group's AES Position: Q4 2023 in Review

DB Wealth Management Group held its AES (AES) position steady in Q4 2023 at 787 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #258.

DB Wealth Management Group first reported a position in AES in Q4 2022 and has held it in 5 quarters since. The position peaked at $22.6K in Q4 2022. 630 funds tracked by Wall St. Rank hold AES as of Q4 2023.

  • DB Wealth Management Group held 787 shares of AES worth $15.2K as of Q4 2023.
  • DB Wealth Management Group left its AES share count unchanged in Q4 2023.
  • AES made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #258 holding.
  • DB Wealth Management Group first reported a position in AES in Q4 2022 and has held it in 5 quarters since.
  • DB Wealth Management Group's AES position peaked at $22.6K in Q4 2022.
  • 630 funds tracked by Wall St. Rank held AES as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.