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Fortem Financial Group’s AES AES Stock Holding History

Fortem Financial Group’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
-35,991
Closed -$867K – 158
2023
Q1 		$867K Sell
35,991
-47,746
-57% -$1.21M 0.56% 61
2022
Q4 		$2.41M Buy
83,737
+4,567
+6% +$123K 1.41% 17
2022
Q3 		$1.79M Buy
+79,170
New +$1.88M 1.24% 18
2021
Q1 		– Sell
-1,079
Closed -$25K – 170
2020
Q4 		$25K Sell
1,079
-80,151
-99% -$1.67M 0.02% 296
2020
Q3 		$1.47M Buy
+81,230
New +$1.36M 1.06% 29

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
OAG
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

Fortem Financial Group's AES Position: Q2 2023 in Review

Fortem Financial Group sold out of AES (AES) in Q2 2023, closing a stake of 35,991 shares — an estimated $867K sold.

Fortem Financial Group first reported a position in AES in Q3 2020 and held it in 5 quarters. The position peaked at $2.41M in Q4 2022. 635 funds tracked by Wall St. Rank hold AES as of Q2 2023.

  • Fortem Financial Group reported no remaining AES position as of Q2 2023 after selling out during the quarter.
  • Fortem Financial Group sold 35,991 AES shares in Q2 2023, an estimated $867K.
  • Fortem Financial Group first reported a position in AES in Q3 2020 and held it in 5 quarters.
  • Fortem Financial Group's AES position peaked at $2.41M in Q4 2022.
  • 635 funds tracked by Wall St. Rank held AES as of Q2 2023.

Based on Fortem Financial Group's 13F filing for Q2 2023, filed 18 Jul 2023.