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Householder Group Estate & Retirement Specialist’s AES AES Stock Holding History

Householder Group Estate & Retirement Specialist’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
-51
Closed -$915 – 1179
2024
Q1 		$915 Buy
51
+1
+2% +$17 ﹤0.01% 1117
2023
Q4 		$0 Hold
50
– – ﹤0.01% 1105
2023
Q3 		$760 Buy
+50
New +$952 ﹤0.01% 1163

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Householder Group Estate & Retirement Specialist's AES Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of AES (AES) in Q2 2024, closing a stake of 51 shares — an estimated $915 sold.

Householder Group Estate & Retirement Specialist first reported a position in AES in Q3 2023 and held it in 3 quarters. The position peaked at $915 in Q1 2024. 695 funds tracked by Wall St. Rank hold AES as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining AES position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 51 AES shares in Q2 2024, an estimated $915.
  • Householder Group Estate & Retirement Specialist first reported a position in AES in Q3 2023 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's AES position peaked at $915 in Q1 2024.
  • 695 funds tracked by Wall St. Rank held AES as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.