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Industrial Alliance Investment Management’s AES AES Stock Holding History

Industrial Alliance Investment 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
-7,770
Closed -$161K – 14
2023
Q2 		$161K Sell
7,770
-159,515
-95% -$3.51M 0.08% 93
2023
Q1 		$4.03M Sell
167,285
-105,110
-39% -$2.67M 0.11% 159
2022
Q4 		$7.83M Sell
272,395
-44,040
-14% -$1.19M 0.22% 109
2022
Q3 		$7.15M Buy
316,435
+198,630
+169% +$4.71M 0.21% 112
2022
Q2 		$2.48M Sell
117,805
-4,200
-3% -$91.6K 0.07% 204
2022
Q1 		$3.14M Buy
122,005
+19,860
+19% +$449K 0.07% 204
2021
Q4 		$2.48M Buy
+102,145
New +$2.48M 0.06% 222

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

Industrial Alliance Investment Management's AES Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of AES (AES) in Q3 2023, closing a stake of 7,770 shares — an estimated $161K sold.

Industrial Alliance Investment Management first reported a position in AES in Q4 2021 and held it in 7 quarters. The position peaked at $7.83M in Q4 2022. 618 funds tracked by Wall St. Rank hold AES as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining AES position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 7,770 AES shares in Q3 2023, an estimated $161K.
  • Industrial Alliance Investment Management first reported a position in AES in Q4 2021 and held it in 7 quarters.
  • Industrial Alliance Investment Management's AES position peaked at $7.83M in Q4 2022.
  • 618 funds tracked by Wall St. Rank held AES as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.