J.W. Cole Advisors’s AES AES Stock Holding History

J.W. Cole 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
2022 Q3	–	Sell	-12,935	Closed	-$272K	–	726
2022 Q2	$272K	Buy	+12,935	New	+$282K	0.02%	581

Other funds holding AES

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

J.W. Cole Advisors's AES Position: Q3 2022 in Review

J.W. Cole Advisors sold out of AES (AES) in Q3 2022, closing a stake of 12,935 shares — an estimated $272K sold.

J.W. Cole Advisors first reported a position in AES in Q2 2022 and held it in 1 quarter. The position peaked at $272K in Q2 2022. 631 funds tracked by Wall St. Rank hold AES as of Q3 2022.

J.W. Cole Advisors reported no remaining AES position as of Q3 2022 after selling out during the quarter.
J.W. Cole Advisors sold 12,935 AES shares in Q3 2022, an estimated $272K.
J.W. Cole Advisors first reported a position in AES in Q2 2022 and held it in 1 quarter.
J.W. Cole Advisors's AES position peaked at $272K in Q2 2022.
631 funds tracked by Wall St. Rank held AES as of Q3 2022.

Based on J.W. Cole Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.