Kestra Private Wealth Services’s The AES Corporation AESC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,108
Closed -$693K 1371
2023
Q4
$693K Buy
9,108
+384
+4% +$24.9K 0.02% 623
2023
Q3
$532K Buy
8,724
+936
+12% +$70.7K 0.02% 642
2023
Q2
$636K Sell
7,788
-400
-5% -$33.9K 0.02% 561
2023
Q1
$733K Sell
8,188
-1,100
-12% -$103K 0.03% 493
2022
Q4
$948K Sell
9,288
-22,854
-71% -$2.25M 0.05% 379
2022
Q3
$2.84M Buy
32,142
+3,808
+13% +$353K 0.16% 147
2022
Q2
$2.45M Buy
28,334
+10,834
+62% +$964K 0.14% 174
2022
Q1
$1.73M Buy
+17,500
New +$1.59M 0.09% 247

Kestra Private Wealth Services's AESC Position: Q1 2024 in Review

Kestra Private Wealth Services sold out of The AES Corporation (AESC) in Q1 2024, closing a stake of 9,108 shares — an estimated $693K sold.

Kestra Private Wealth Services first reported a position in AESC in Q1 2022 and held it in 8 quarters. The position peaked at $2.84M in Q3 2022. 0 funds tracked by Wall St. Rank hold AESC as of Q1 2024.

  • Kestra Private Wealth Services reported no remaining The AES Corporation position as of Q1 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 9,108 The AES Corporation shares in Q1 2024, an estimated $693K.
  • Kestra Private Wealth Services first reported a position in The AES Corporation in Q1 2022 and held it in 8 quarters.
  • Kestra Private Wealth Services's The AES Corporation position peaked at $2.84M in Q3 2022.
  • 0 funds tracked by Wall St. Rank held The AES Corporation as of Q1 2024.

Based on Kestra Private Wealth Services's 13F filing for Q1 2024, filed 2 May 2024.