GI
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Gradient Investments’s AES AES Stock Holding History

Gradient Investments’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
Q3 		– Sell
-283
Closed -$4.97K – 316
2024
Q2 		$4.97K Buy
+283
New +$5.38K ﹤0.01% 864
2024
Q1 		– Sell
-7
Closed -$135 – 1246
2023
Q4 		$135 Buy
+7
New +$114 ﹤0.01% 1727
2023
Q3 		– Sell
-53
Closed -$1.1K – 1809
2023
Q2 		$1.1K Buy
53
+33
+165% +$727 ﹤0.01% 1333
2023
Q1 		$482 Sell
20
-17
-46% -$432 ﹤0.01% 1287
2022
Q4 		$1.06K Buy
37
+17
+85% +$458 ﹤0.01% 1184
2022
Q3 		$0 Hold
20
– – ﹤0.01% 1333
2022
Q2 		$0 Hold
20
– – ﹤0.01% 1206
2022
Q1 		$1K Hold
20
– – ﹤0.01% 1077
2021
Q4 		$0 Hold
20
– – ﹤0.01% 1216
2021
Q3 		$0 Hold
20
– – ﹤0.01% 1132
2021
Q2 		$1K Hold
20
– – ﹤0.01% 1038
2021
Q1 		$1K Hold
20
– – ﹤0.01% 1048
2020
Q4 		$0 Hold
20
– – ﹤0.01% 1123
2020
Q3 		$0 Buy
+20
New +$334 ﹤0.01% 1127
2017
Q3 		– Sell
-100
Closed -$1K – 240
2017
Q2 		$1K Buy
+100
New +$1.15K ﹤0.01% 710
2013
Q3 		– Sell
-43
Closed -$1K – 488
2013
Q2 		$1K Buy
+43
New +$546 ﹤0.01% 384

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
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
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gradient Investments's AES Position: Q3 2024 in Review

Gradient Investments sold out of AES (AES) in Q3 2024, closing a stake of 283 shares — an estimated $4.97K sold.

Gradient Investments first reported a position in AES in Q2 2013 and held it in 16 quarters. The position peaked at $4.97K in Q2 2024. 703 funds tracked by Wall St. Rank hold AES as of Q3 2024.

  • Gradient Investments reported no remaining AES position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 283 AES shares in Q3 2024, an estimated $4.97K.
  • Gradient Investments first reported a position in AES in Q2 2013 and held it in 16 quarters.
  • Gradient Investments's AES position peaked at $4.97K in Q2 2024.
  • 703 funds tracked by Wall St. Rank held AES as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.