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IBEX Wealth Advisors’s AES AES Stock Holding History

IBEX Wealth Advisors’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
-24,184
Closed -$696K – 286
2024
Q1 		$696K Buy
+24,184
New +$404K 0.19% 71
2023
Q1 		$577K Sell
23,973
-211
-0.9% -$5.36K 0.15% 78
2022
Q4 		$696K Buy
+24,184
New +$652K 0.16% 102
2020
Q1 		– Sell
-11,576
Closed -$230K – 93
2019
Q4 		$230K Buy
+11,576
New +$207K 0.07% 99
2019
Q3 		– Sell
-11,491
Closed -$192K – 99
2019
Q2 		$192K Buy
+11,491
New +$195K 0.06% 134

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

IBEX Wealth Advisors's AES Position: Q2 2024 in Review

IBEX Wealth Advisors sold out of AES (AES) in Q2 2024, closing a stake of 24,184 shares — an estimated $696K sold.

IBEX Wealth Advisors first reported a position in AES in Q2 2019 and held it in 5 quarters. The position peaked at $696K in Q1 2024. 694 funds tracked by Wall St. Rank hold AES as of Q2 2024.

  • IBEX Wealth Advisors reported no remaining AES position as of Q2 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 24,184 AES shares in Q2 2024, an estimated $696K.
  • IBEX Wealth Advisors first reported a position in AES in Q2 2019 and held it in 5 quarters.
  • IBEX Wealth Advisors's AES position peaked at $696K in Q1 2024.
  • 694 funds tracked by Wall St. Rank held AES as of Q2 2024.

Based on IBEX Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.