Laurel Wealth Planning’s AES AES Stock Holding History

Laurel Wealth Planning’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 Q1	–	Sell	-55	Closed	-$1.58K	–	66
2022 Q4	$1.58K	Hold	55	–	–	﹤0.01%	199
2022 Q3	$1K	Hold	55	–	–	﹤0.01%	206
2022 Q2	$1K	Hold	55	–	–	﹤0.01%	226
2022 Q1	$1K	Hold	55	–	–	﹤0.01%	252
2021 Q4	$1K	Hold	55	–	–	﹤0.01%	191
2021 Q3	$1K	Hold	55	–	–	﹤0.01%	199
2021 Q2	$1K	Hold	55	–	–	﹤0.01%	119
2021 Q1	$1K	Hold	55	–	–	﹤0.01%	113
2020 Q4	$1K	Buy	+55	New	+$1.14K	﹤0.01%	110

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

Laurel Wealth Planning's AES Position: Q1 2023 in Review

Laurel Wealth Planning sold out of AES (AES) in Q1 2023, closing a stake of 55 shares — an estimated $1.58K sold.

Laurel Wealth Planning first reported a position in AES in Q4 2020 and held it in 9 quarters. The position peaked at $1.58K in Q4 2022. 674 funds tracked by Wall St. Rank hold AES as of Q1 2023.

Laurel Wealth Planning reported no remaining AES position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 55 AES shares in Q1 2023, an estimated $1.58K.
Laurel Wealth Planning first reported a position in AES in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's AES position peaked at $1.58K in Q4 2022.
674 funds tracked by Wall St. Rank held AES as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.