JNBA Financial Advisors’s AES AES Stock Holding History

JNBA Financial 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
2023 Q3	–	Sell	-241	Closed	-$5K	–	749
2023 Q2	$5K	Buy	+241	New	+$5.31K	﹤0.01%	532
2019 Q4	–	Sell	-107	Closed	-$2K	–	596
2019 Q3	$2K	Buy	+107	New	+$1.72K	﹤0.01%	536
2016 Q4	–	Sell	-1,671	Closed	-$21K	–	495
2016 Q3	$21K	Buy	+1,671	New	+$20.8K	﹤0.01%	789

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

OAG

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

JNBA Financial Advisors's AES Position: Q3 2023 in Review

JNBA Financial Advisors sold out of AES (AES) in Q3 2023, closing a stake of 241 shares — an estimated $5K sold.

JNBA Financial Advisors first reported a position in AES in Q3 2016 and held it in 3 quarters. The position peaked at $21K in Q3 2016. 617 funds tracked by Wall St. Rank hold AES as of Q3 2023.

JNBA Financial Advisors reported no remaining AES position as of Q3 2023 after selling out during the quarter.
JNBA Financial Advisors sold 241 AES shares in Q3 2023, an estimated $5K.
JNBA Financial Advisors first reported a position in AES in Q3 2016 and held it in 3 quarters.
JNBA Financial Advisors's AES position peaked at $21K in Q3 2016.
617 funds tracked by Wall St. Rank held AES as of Q3 2023.

Based on JNBA Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.