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Inspire Advisors’s AES AES Stock Holding History

Inspire 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
-28,250
Closed -$507K – 382
2024
Q1 		$507K Buy
28,250
+1,614
+6% +$27K 0.07% 208
2023
Q4 		$513K Buy
26,636
+11,234
+73% +$183K 0.08% 172
2023
Q3 		$234K Buy
15,402
+2,654
+21% +$50.5K 0.04% 237
2023
Q2 		$264K Buy
12,748
+2,596
+26% +$57.2K 0.05% 191
2023
Q1 		$244K Buy
10,152
+1,166
+13% +$29.6K 0.06% 163
2022
Q4 		$258K Sell
8,986
-2,982
-25% -$80.4K 0.07% 119
2022
Q3 		$270K Buy
+11,968
New +$284K 0.07% 74
2021
Q1 		– Sell
-1,818
Closed -$43K – 94
2020
Q4 		$43K Buy
+1,818
New +$37.8K 0.02% 245

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

Inspire Advisors's AES Position: Q2 2024 in Review

Inspire Advisors sold out of AES (AES) in Q2 2024, closing a stake of 28,250 shares — an estimated $507K sold.

Inspire Advisors first reported a position in AES in Q4 2020 and held it in 8 quarters. The position peaked at $513K in Q4 2023. 694 funds tracked by Wall St. Rank hold AES as of Q2 2024.

  • Inspire Advisors reported no remaining AES position as of Q2 2024 after selling out during the quarter.
  • Inspire Advisors sold 28,250 AES shares in Q2 2024, an estimated $507K.
  • Inspire Advisors first reported a position in AES in Q4 2020 and held it in 8 quarters.
  • Inspire Advisors's AES position peaked at $513K in Q4 2023.
  • 694 funds tracked by Wall St. Rank held AES as of Q2 2024.

Based on Inspire Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.