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Horan Securities’s AES AES Stock Holding History

Horan Securities’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
Q3 		– Sell
-190
Closed -$3.94K – 115
2023
Q2 		$3.94K Hold
190
– – ﹤0.01% 505
2023
Q1 		$4.58K Hold
190
– – ﹤0.01% 478
2022
Q4 		$5.46K Hold
190
– – ﹤0.01% 437
2022
Q3 		$4K Hold
190
– – ﹤0.01% 416
2022
Q2 		$4K Hold
190
– – ﹤0.01% 430
2022
Q1 		$5K Hold
190
– – ﹤0.01% 373
2021
Q4 		$5K Buy
+190
New +$4.62K ﹤0.01% 377
2020
Q4 		– Sell
-199
Closed -$4K – 395
2020
Q3 		$4K Buy
+199
New +$3.32K ﹤0.01% 270
2017
Q2 		– Sell
-330
Closed -$4K – 176
2017
Q1 		$4K Buy
+330
New +$3.77K ﹤0.01% 141
2016
Q4 		– Sell
-323
Closed -$4K – 34
2016
Q3 		$4K Buy
+323
New +$4.02K 0.01% 120

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 $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return