Icon Wealth Advisors’s AES AES Stock Holding History

Icon 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	-9,085	Closed	-$163K	–	434
2024 Q1	$163K	Buy	+9,085	New	+$152K	0.02%	375

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Icon Wealth Advisors sold out of AES (AES) in Q2 2024, closing a stake of 9,085 shares — an estimated $163K sold.

Icon Wealth Advisors first reported a position in AES in Q1 2024 and held it in 1 quarter. The position peaked at $163K in Q1 2024. 694 funds tracked by Wall St. Rank hold AES as of Q2 2024.

Icon Wealth Advisors reported no remaining AES position as of Q2 2024 after selling out during the quarter.
Icon Wealth Advisors sold 9,085 AES shares in Q2 2024, an estimated $163K.
Icon Wealth Advisors first reported a position in AES in Q1 2024 and held it in 1 quarter.
Icon Wealth Advisors's AES position peaked at $163K in Q1 2024.
694 funds tracked by Wall St. Rank held AES as of Q2 2024.

Based on Icon Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.