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Fernwood Investment Management’s AES AES Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-582
Closed -$10.4K – 207
2024
Q1 		$10.4K Buy
+582
New +$9.73K ﹤0.01% 565

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

Fernwood Investment Management's AES Position: Q2 2024 in Review

Fernwood Investment Management sold out of AES (AES) in Q2 2024, closing a stake of 582 shares — an estimated $10.4K sold.

Fernwood Investment Management first reported a position in AES in Q1 2024 and held it in 1 quarter. The position peaked at $10.4K in Q1 2024. 694 funds tracked by Wall St. Rank hold AES as of Q2 2024.

  • Fernwood Investment Management reported no remaining AES position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 582 AES shares in Q2 2024, an estimated $10.4K.
  • Fernwood Investment Management first reported a position in AES in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's AES position peaked at $10.4K in Q1 2024.
  • 694 funds tracked by Wall St. Rank held AES as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.