LTI
AES icon

Laffer Tengler Investments’s AES AES Stock Holding History

Laffer Tengler Investments’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
Q3 		– Sell
-600
Closed -$10.5K – 177
2024
Q2 		$10.5K Buy
600
+350
+140% +$6.66K ﹤0.01% 310
2024
Q1 		$4.48K Buy
+250
New +$4.18K ﹤0.01% 344

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Laffer Tengler Investments's AES Position: Q3 2024 in Review

Laffer Tengler Investments sold out of AES (AES) in Q3 2024, closing a stake of 600 shares — an estimated $10.5K sold.

Laffer Tengler Investments first reported a position in AES in Q1 2024 and held it in 2 quarters. The position peaked at $10.5K in Q2 2024. 703 funds tracked by Wall St. Rank hold AES as of Q3 2024.

  • Laffer Tengler Investments reported no remaining AES position as of Q3 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 600 AES shares in Q3 2024, an estimated $10.5K.
  • Laffer Tengler Investments first reported a position in AES in Q1 2024 and held it in 2 quarters.
  • Laffer Tengler Investments's AES position peaked at $10.5K in Q2 2024.
  • 703 funds tracked by Wall St. Rank held AES as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.