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Fiduciary Alliance’s AES AES Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-192
Closed -$3.98K – 187
2023
Q2 		$3.98K Buy
+192
New +$4.23K ﹤0.01% 721
2023
Q1 		– Sell
-192
Closed -$5.52K – 155
2022
Q4 		$5.52K Buy
+192
New +$5.17K ﹤0.01% 505

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Alliance's AES Position: Q3 2023 in Review

Fiduciary Alliance sold out of AES (AES) in Q3 2023, closing a stake of 192 shares — an estimated $3.98K sold.

Fiduciary Alliance first reported a position in AES in Q4 2022 and held it in 2 quarters. The position peaked at $5.52K in Q4 2022. 617 funds tracked by Wall St. Rank hold AES as of Q3 2023.

  • Fiduciary Alliance reported no remaining AES position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 192 AES shares in Q3 2023, an estimated $3.98K.
  • Fiduciary Alliance first reported a position in AES in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's AES position peaked at $5.52K in Q4 2022.
  • 617 funds tracked by Wall St. Rank held AES as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.