Gladstone Institutional Advisory’s AES AES Stock Holding History

Gladstone Institutional Advisory’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	-13,781	Closed	-$332K	–	632
2023 Q1	$332K	Sell	13,781 -1,919	-12%	-$48.8K	0.02%	494
2022 Q4	$452K	Sell	15,700 -826	-5%	-$22.3K	0.03%	422
2022 Q3	$373K	Buy	16,526 +6,372	+63%	+$151K	0.03%	445
2022 Q2	$213K	Buy	+10,154	New	+$222K	0.02%	596
2021 Q3	–	Sell	-14,288	Closed	-$372K	–	545
2021 Q2	$372K	Buy	+14,288	New	+$377K	0.04%	353

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gladstone Institutional Advisory's AES Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of AES (AES) in Q2 2023, closing a stake of 13,781 shares — an estimated $332K sold.

Gladstone Institutional Advisory first reported a position in AES in Q2 2021 and held it in 5 quarters. The position peaked at $452K in Q4 2022. 635 funds tracked by Wall St. Rank hold AES as of Q2 2023.

Gladstone Institutional Advisory reported no remaining AES position as of Q2 2023 after selling out during the quarter.
Gladstone Institutional Advisory sold 13,781 AES shares in Q2 2023, an estimated $332K.
Gladstone Institutional Advisory first reported a position in AES in Q2 2021 and held it in 5 quarters.
Gladstone Institutional Advisory's AES position peaked at $452K in Q4 2022.
635 funds tracked by Wall St. Rank held AES as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.