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FirstPurpose Wealth’s AES AES Stock Holding History

FirstPurpose 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
2024
Q1 		$262K Buy
14,840
+520
+4% +$8.69K 0.1% 171
2023
Q4 		$276K Buy
14,320
+2,442
+21% +$39.7K 0.11% 161
2023
Q3 		$181K Buy
+11,878
New +$226K 0.08% 189
2023
Q1 		– Sell
-7,122
Closed -$205K – 191
2022
Q4 		$205K Buy
+7,122
New +$192K 0.11% 172

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FirstPurpose Wealth's AES Position: Q1 2024 in Review

FirstPurpose Wealth increased its AES (AES) stake by 3.6% in Q1 2024, buying an estimated $8.69K and bringing the position to 14,840 shares worth $262K. The position accounts for 0.1% of the portfolio, ranked #171.

FirstPurpose Wealth first reported a position in AES in Q4 2022 and has held it in 4 quarters since. The position peaked at $276K in Q4 2023. 654 funds tracked by Wall St. Rank hold AES as of Q1 2024.

  • FirstPurpose Wealth held 14,840 shares of AES worth $262K as of Q1 2024.
  • FirstPurpose Wealth bought 520 AES shares in Q1 2024, an estimated $8.69K.
  • AES made up 0.1% of FirstPurpose Wealth's portfolio in Q1 2024, its #171 holding.
  • FirstPurpose Wealth first reported a position in AES in Q4 2022 and has held it in 4 quarters since.
  • FirstPurpose Wealth's AES position peaked at $276K in Q4 2023.
  • 654 funds tracked by Wall St. Rank held AES as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.