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Keudell/Morrison Wealth Management’s AES AES Stock Holding History

Keudell/Morrison Wealth 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
2022
Q1 		– Sell
-9,123
Closed -$222K – 176
2021
Q4 		$222K Buy
+9,123
New +$222K 0.09% 173

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Keudell/Morrison Wealth Management's AES Position: Q1 2022 in Review

Keudell/Morrison Wealth Management sold out of AES (AES) in Q1 2022, closing a stake of 9,123 shares — an estimated $222K sold.

Keudell/Morrison Wealth Management first reported a position in AES in Q4 2021 and held it in 1 quarter. The position peaked at $222K in Q4 2021. 612 funds tracked by Wall St. Rank hold AES as of Q1 2022.

  • Keudell/Morrison Wealth Management reported no remaining AES position as of Q1 2022 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 9,123 AES shares in Q1 2022, an estimated $222K.
  • Keudell/Morrison Wealth Management first reported a position in AES in Q4 2021 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's AES position peaked at $222K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held AES as of Q1 2022.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.