Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-90
Closed -$1.58K 193
2024
Q2
$1.58K Hold
90
﹤0.01% 230
2024
Q1
$1.61K Buy
+90
New +$1.5K ﹤0.01% 229

Other funds holding AES

Delos Wealth Advisors's AES Position: Q3 2024 in Review

Delos Wealth Advisors sold out of AES (AES) in Q3 2024, closing a stake of 90 shares — an estimated $1.58K sold.

Delos Wealth Advisors first reported a position in AES in Q1 2024 and held it in 2 quarters. The position peaked at $1.61K in Q1 2024. 703 funds tracked by Wall St. Rank hold AES as of Q3 2024.

  • Delos Wealth Advisors reported no remaining AES position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 90 AES shares in Q3 2024, an estimated $1.58K.
  • Delos Wealth Advisors first reported a position in AES in Q1 2024 and held it in 2 quarters.
  • Delos Wealth Advisors's AES position peaked at $1.61K in Q1 2024.
  • 703 funds tracked by Wall St. Rank held AES as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.