Lenox Wealth Advisors’s AES AES Stock Holding History

Lenox Wealth 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
2022 Q1	$1K	Sell	49 -55	-53%	-$1.24K	﹤0.01%	682
2021 Q4	$3K	Hold	104	–	–	﹤0.01%	654
2021 Q3	$2K	Hold	104	–	–	﹤0.01%	618
2021 Q2	$3K	Sell	104 -173	-62%	-$4.57K	﹤0.01%	605
2021 Q1	$7K	Sell	277 -711	-72%	-$18.9K	﹤0.01%	451
2020 Q4	$23K	Buy	988 +208	+27%	+$4.32K	﹤0.01%	292
2020 Q3	$14K	Hold	780	–	–	﹤0.01%	334
2020 Q2	$11K	Buy	780 +525	+206%	+$6.9K	﹤0.01%	363
2020 Q1	$3K	Buy	255 +249	+4,150%	+$4.46K	﹤0.01%	481
2019 Q4	$0	Buy	+6	New	+$107	﹤0.01%	722

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Advisors's AES Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its AES (AES) stake by 53% in Q1 2022, selling an estimated $1.24K and leaving 49 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Lenox Wealth Advisors first reported a position in AES in Q4 2019 and has held it in 10 quarters since. The position peaked at $23K in Q4 2020. 613 funds tracked by Wall St. Rank hold AES as of Q1 2022.

Lenox Wealth Advisors held 49 shares of AES worth $1K as of Q1 2022.
Lenox Wealth Advisors sold 55 AES shares in Q1 2022, an estimated $1.24K.
AES made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #682 holding.
Lenox Wealth Advisors first reported a position in AES in Q4 2019 and has held it in 10 quarters since.
Lenox Wealth Advisors's AES position peaked at $23K in Q4 2020.
613 funds tracked by Wall St. Rank held AES as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.