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Global Wealth Strategies & Associates’s AES AES Stock Holding History

Global Wealth Strategies & Associates’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
-225
Closed -$4.51K – 402
2024
Q3 		$4.51K Hold
225
– – ﹤0.01% 248
2024
Q2 		$3.95K Hold
225
– – ﹤0.01% 231
2024
Q1 		$4.03K Buy
+225
New +$3.76K ﹤0.01% 236

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

Global Wealth Strategies & Associates's AES Position: Q4 2024 in Review

Global Wealth Strategies & Associates sold out of AES (AES) in Q4 2024, closing a stake of 225 shares — an estimated $4.51K sold.

Global Wealth Strategies & Associates first reported a position in AES in Q1 2024 and held it in 3 quarters. The position peaked at $4.51K in Q3 2024. 711 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Global Wealth Strategies & Associates reported no remaining AES position as of Q4 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 225 AES shares in Q4 2024, an estimated $4.51K.
  • Global Wealth Strategies & Associates first reported a position in AES in Q1 2024 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's AES position peaked at $4.51K in Q3 2024.
  • 711 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2024, filed 2 Jan 2025.