DWM
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Drive Wealth Management’s AES AES Stock Holding History

Drive Wealth Management’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
2022
Q3 		– Sell
-11,745
Closed -$247K – 162
2022
Q2 		$247K Buy
11,745
+1,082
+10% +$23.6K 0.23% 125
2022
Q1 		$274K Buy
10,663
+1,975
+23% +$44.6K 0.23% 113
2021
Q4 		$211K Buy
+8,688
New +$211K 0.19% 137

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 $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Drive Wealth Management's AES Position: Q3 2022 in Review

Drive Wealth Management sold out of AES (AES) in Q3 2022, closing a stake of 11,745 shares — an estimated $247K sold.

Drive Wealth Management first reported a position in AES in Q4 2021 and held it in 3 quarters. The position peaked at $274K in Q1 2022. 631 funds tracked by Wall St. Rank hold AES as of Q3 2022.

  • Drive Wealth Management reported no remaining AES position as of Q3 2022 after selling out during the quarter.
  • Drive Wealth Management sold 11,745 AES shares in Q3 2022, an estimated $247K.
  • Drive Wealth Management first reported a position in AES in Q4 2021 and held it in 3 quarters.
  • Drive Wealth Management's AES position peaked at $274K in Q1 2022.
  • 631 funds tracked by Wall St. Rank held AES as of Q3 2022.

Based on Drive Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.