FAG
AES icon

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 $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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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