Heritage Wealth Management (Arizona)’s AES AES Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$3.97K	Buy	+138	New	+$3.72K	﹤0.01%	912

Other funds holding AES

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AES Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in AES (AES) in Q4 2022: 138 shares worth $3.97K. The stake represents ﹤0.01% of the portfolio and ranks #912 among its holdings.

692 funds tracked by Wall St. Rank hold AES as of Q4 2022.

Heritage Wealth Management (Arizona) held 138 shares of AES worth $3.97K as of Q4 2022.
AES was a new Heritage Wealth Management (Arizona) position in Q4 2022.
AES made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #912 holding.
692 funds tracked by Wall St. Rank held AES as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.