Focused Wealth Management’s AES AES Stock Holding History

Focused Wealth 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
2023 Q2	–	Sell	-1,000	Closed	-$24.1K	–	1066
2023 Q1	$24.1K	Buy	+1,000	New	+$25.4K	﹤0.01%	415
2022 Q4	–	Sell	-105	Closed	-$2K	–	1091
2022 Q3	$2K	Buy	105 +1	+1%	+$24	﹤0.01%	738
2022 Q2	$2K	Buy	104 +1	+1%	+$22	﹤0.01%	716
2022 Q1	$3K	Hold	103	–	–	﹤0.01%	732
2021 Q4	$2K	Buy	103 +1	+1%	+$24	﹤0.01%	784
2021 Q3	$2K	Buy	+102	New	+$2.48K	﹤0.01%	794
2020 Q2	–	Sell	-6,800	Closed	-$92K	–	751
2020 Q1	$92K	Buy	6,800 +1,100	+19%	+$19.7K	0.03%	210
2019 Q4	$113K	Buy	5,700 +1,200	+27%	+$21.5K	0.03%	240
2019 Q3	$74K	Hold	4,500	–	–	0.02%	262
2019 Q2	$75K	Buy	+4,500	New	+$76.2K	0.02%	277
2016 Q4	–	Sell	-22,450	Closed	-$288K	–	683
2016 Q3	$288K	Hold	22,450	–	–	0.13%	100
2016 Q2	$280K	Buy	+22,450	New	+$253K	0.13%	100

Other funds holding AES

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Geode Capital Management

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