HAG
AES icon

HighPoint Advisor Group’s AES AES Stock Holding History

HighPoint Advisor 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
2024
Q2 		– Sell
-11,869
Closed -$237K – 620
2024
Q1 		$237K Buy
11,869
+694
+6% +$11.6K 0.02% 540
2023
Q4 		$184K Buy
+11,175
New +$182K 0.01% 599
2016
Q4 		– Sell
-32,196
Closed -$368K – 275
2016
Q3 		$368K Buy
+32,196
New +$401K 0.13% 188

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

HighPoint Advisor Group's AES Position: Q2 2024 in Review

HighPoint Advisor Group sold out of AES (AES) in Q2 2024, closing a stake of 11,869 shares — an estimated $237K sold.

HighPoint Advisor Group first reported a position in AES in Q3 2016 and held it in 3 quarters. The position peaked at $368K in Q3 2016. 696 funds tracked by Wall St. Rank hold AES as of Q2 2024.

  • HighPoint Advisor Group reported no remaining AES position as of Q2 2024 after selling out during the quarter.
  • HighPoint Advisor Group sold 11,869 AES shares in Q2 2024, an estimated $237K.
  • HighPoint Advisor Group first reported a position in AES in Q3 2016 and held it in 3 quarters.
  • HighPoint Advisor Group's AES position peaked at $368K in Q3 2016.
  • 696 funds tracked by Wall St. Rank held AES as of Q2 2024.

Based on HighPoint Advisor Group's 13F filing for Q2 2024, filed 8 Aug 2024.