Financial Gravity Asset Management’s AES AES Stock Holding History

Financial Gravity Asset 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	-17	Closed	-$296	–	1414
2024 Q1	$296	Hold	17	–	–	﹤0.01%	908
2023 Q4	$316	Buy	+17	New	+$277	﹤0.01%	974
2021 Q3	$23K	Hold	13	–	–	0.01%	771
2021 Q2	$26K	Buy	+13	New	+$343	0.01%	749
2020 Q4	$1K	Buy	+39	New	+$810	﹤0.01%	366
2019 Q4	$39K	Sell	1,184 -291	-20%	-$5.21K	0.03%	751
2019 Q3	$24K	Buy	1,475 +1,018	+223%	+$16.4K	0.02%	421
2019 Q2	$8K	Buy	457 +93	+26%	+$1.57K	0.01%	627
2019 Q1	$7K	Buy	+364	New	+$6.12K	0.01%	616
2018 Q3	$19K	Buy	1,278 +113	+10%	+$1.52K	0.02%	475
2018 Q2	$16K	Buy	1,165 +31	+3%	+$382	0.02%	497
2018 Q1	$14K	Buy	+1,134	New	+$12.3K	0.01%	538

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Financial Gravity Asset Management's AES Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of AES (AES) in Q2 2024, closing a stake of 17 shares — an estimated $296 sold.

Financial Gravity Asset Management first reported a position in AES in Q1 2018 and held it in 12 quarters. The position peaked at $39K in Q4 2019. 695 funds tracked by Wall St. Rank hold AES as of Q2 2024.

Financial Gravity Asset Management reported no remaining AES position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 17 AES shares in Q2 2024, an estimated $296.
Financial Gravity Asset Management first reported a position in AES in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's AES position peaked at $39K in Q4 2019.
695 funds tracked by Wall St. Rank held AES as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.