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High Net Worth Advisory Group’s AES AES Stock Holding History

High Net Worth 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
2023
Q1 		– Sell
-2,119
Closed -$60.9K – 202
2022
Q4 		$60.9K Hold
2,119
– – 0.02% 292
2022
Q3 		$48K Hold
2,119
– – 0.02% 331
2022
Q2 		$45K Hold
2,119
– – 0.02% 339
2022
Q1 		$55K Hold
2,119
– – 0.02% 330
2021
Q4 		$51K Buy
+2,119
New +$51.5K 0.02% 345

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

High Net Worth Advisory Group's AES Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of AES (AES) in Q1 2023, closing a stake of 2,119 shares — an estimated $60.9K sold.

High Net Worth Advisory Group first reported a position in AES in Q4 2021 and held it in 5 quarters. The position peaked at $60.9K in Q4 2022. 674 funds tracked by Wall St. Rank hold AES as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining AES position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 2,119 AES shares in Q1 2023, an estimated $60.9K.
  • High Net Worth Advisory Group first reported a position in AES in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's AES position peaked at $60.9K in Q4 2022.
  • 674 funds tracked by Wall St. Rank held AES as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.