EW
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Evoke Wealth’s AES AES Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-65
Closed -$1K – 372
2022
Q3 		$1K Hold
65
– – ﹤0.01% 1092
2022
Q2 		$1K Buy
65
+9
+16% +$196 ﹤0.01% 1096
2022
Q1 		$1K Hold
56
– – ﹤0.01% 1098
2021
Q4 		$1K Hold
56
– – ﹤0.01% 1099
2021
Q3 		$1K Hold
56
– – ﹤0.01% 1054
2021
Q2 		$1K Sell
56
-12
-18% -$317 ﹤0.01% 1094
2021
Q1 		$2K Hold
68
– – ﹤0.01% 998
2020
Q4 		$2K Hold
68
– – ﹤0.01% 861
2020
Q3 		$1K Hold
68
– – ﹤0.01% 896
2020
Q2 		$1K Sell
68
-428
-86% -$5.62K ﹤0.01% 935
2020
Q1 		$6.75K Sell
496
-249
-33% -$4.46K ﹤0.01% 561
2019
Q4 		$14.8K Hold
745
– – ﹤0.01% 658
2019
Q3 		$12.2K Buy
+745
New +$12K ﹤0.01% 778

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 $3.37T AUM 44.26% 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

Evoke Wealth's AES Position: Q4 2022 in Review

Evoke Wealth sold out of AES (AES) in Q4 2022, closing a stake of 65 shares — an estimated $1K sold.

Evoke Wealth first reported a position in AES in Q3 2019 and held it in 13 quarters. The position peaked at $14.8K in Q4 2019. 692 funds tracked by Wall St. Rank hold AES as of Q4 2022.

  • Evoke Wealth reported no remaining AES position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 65 AES shares in Q4 2022, an estimated $1K.
  • Evoke Wealth first reported a position in AES in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's AES position peaked at $14.8K in Q4 2019.
  • 692 funds tracked by Wall St. Rank held AES as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.