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Fortitude Advisory Group’s AES AES Stock Holding History

Fortitude Advisory 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
2024
Q4 		– Sell
-10,591
Closed -$212K – 204
2024
Q3 		$212K Buy
10,591
+340
+3% +$6.01K 0.13% 179
2024
Q2 		$180K Sell
10,251
-411
-4% -$7.81K 0.11% 183
2024
Q1 		$191K Sell
10,662
-5,105
-32% -$85.3K 0.11% 196
2023
Q4 		$304K Buy
15,767
+4,185
+36% +$68.1K 0.18% 127
2023
Q3 		$176K Buy
11,582
+417
+4% +$7.94K 0.12% 186
2023
Q2 		$231K Sell
11,165
-155
-1% -$3.41K 0.17% 160
2023
Q1 		$273K Buy
11,320
+1,481
+15% +$37.6K 0.21% 127
2022
Q4 		$283K Buy
9,839
+2
+0% +$54 0.24% 122
2022
Q3 		$222K Sell
9,837
-22
-0.2% -$522 0.21% 149
2022
Q2 		$207K Buy
9,859
+68
+0.7% +$1.48K 0.19% 167
2022
Q1 		$251K Buy
9,791
+638
+7% +$14.4K 0.13% 161
2021
Q4 		$222K Buy
+9,153
New +$222K 0.11% 184

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortitude Advisory Group's AES Position: Q4 2024 in Review

Fortitude Advisory Group sold out of AES (AES) in Q4 2024, closing a stake of 10,591 shares — an estimated $212K sold.

Fortitude Advisory Group first reported a position in AES in Q4 2021 and held it in 12 quarters. The position peaked at $304K in Q4 2023. 713 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Fortitude Advisory Group reported no remaining AES position as of Q4 2024 after selling out during the quarter.
  • Fortitude Advisory Group sold 10,591 AES shares in Q4 2024, an estimated $212K.
  • Fortitude Advisory Group first reported a position in AES in Q4 2021 and held it in 12 quarters.
  • Fortitude Advisory Group's AES position peaked at $304K in Q4 2023.
  • 713 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Fortitude Advisory Group's 13F filing for Q4 2024, filed 22 Jan 2025.