First Personal Financial Services’s AES AES Stock Holding History

First Personal Financial Services’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 Q3	$482	Buy	+24	New	+$425	﹤0.01%	401
2024 Q1	–	Sell	-458	Closed	-$8.82K	–	364
2023 Q4	$8.82K	Hold	458	–	–	﹤0.01%	311
2023 Q3	$6.96K	Sell	458 -240	-34%	-$4.57K	﹤0.01%	326
2023 Q2	$14.5K	Hold	698	–	–	﹤0.01%	289
2023 Q1	$16.8K	Hold	698	–	–	﹤0.01%	296
2022 Q4	$20.1K	Sell	698 -267	-28%	-$7.2K	0.01%	288
2022 Q3	$22K	Buy	+965	New	+$22.9K	0.01%	280
2017 Q3	–	Sell	-490	Closed	-$5K	–	824
2017 Q2	$5K	Buy	490 +290	+145%	+$3.33K	﹤0.01%	788
2017 Q1	$2K	Sell	200 -230	-53%	-$2.63K	﹤0.01%	843
2016 Q4	$5K	Buy	430 +420	+4,200%	+$4.93K	﹤0.01%	818
2016 Q3	$0	Buy	+10	New	+$125	﹤0.01%	796
2015 Q2	–	Sell	-186	Closed	-$3K	–	469
2015 Q1	$3K	Hold	186	–	–	﹤0.01%	367
2014 Q4	$2K	Buy	+186	New	+$2.54K	﹤0.01%	351

Other funds holding AES

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Personal Financial Services's AES Position: Q3 2024 in Review

First Personal Financial Services opened a new position in AES (AES) in Q3 2024: 24 shares worth $482. The stake represents ﹤0.01% of the portfolio and ranks #401 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in AES as recently as Q4 2023.

First Personal Financial Services first reported a position in AES in Q4 2014 and has held it in 13 quarters since. The position peaked at $22K in Q3 2022. 703 funds tracked by Wall St. Rank hold AES as of Q3 2024.

First Personal Financial Services held 24 shares of AES worth $482 as of Q3 2024.
AES was a new First Personal Financial Services position in Q3 2024.
AES made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #401 holding.
First Personal Financial Services first reported a position in AES in Q4 2014 and has held it in 13 quarters since.
First Personal Financial Services's AES position peaked at $22K in Q3 2022.
703 funds tracked by Wall St. Rank held AES as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.