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Independent Solutions Wealth Management’s AES AES Stock Holding History

Independent Solutions Wealth Management’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
-15,180
Closed -$315K – 202
2023
Q2 		$315K Sell
15,180
-1,897
-11% -$41.8K 0.08% 163
2023
Q1 		$411K Sell
17,077
-2,971
-15% -$75.5K 0.12% 132
2022
Q4 		$577K Buy
20,048
+392
+2% +$10.6K 0.18% 111
2022
Q3 		$444K Buy
+19,656
New +$466K 0.15% 123

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
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 $432B 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

Independent Solutions Wealth Management's AES Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of AES (AES) in Q3 2023, closing a stake of 15,180 shares — an estimated $315K sold.

Independent Solutions Wealth Management first reported a position in AES in Q3 2022 and held it in 4 quarters. The position peaked at $577K in Q4 2022. 617 funds tracked by Wall St. Rank hold AES as of Q3 2023.

  • Independent Solutions Wealth Management reported no remaining AES position as of Q3 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 15,180 AES shares in Q3 2023, an estimated $315K.
  • Independent Solutions Wealth Management first reported a position in AES in Q3 2022 and held it in 4 quarters.
  • Independent Solutions Wealth Management's AES position peaked at $577K in Q4 2022.
  • 617 funds tracked by Wall St. Rank held AES as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.