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Liberty One Investment Management’s AES AES Stock Holding History

Liberty One Investment 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
2024
Q1 		– Sell
-9,305
Closed -$179K – 183
2023
Q4 		$179K Buy
9,305
+329
+4% +$5.35K 0.02% 126
2023
Q3 		$136K Sell
8,976
-180
-2% -$3.43K 0.02% 121
2023
Q2 		$190K Sell
9,156
-389
-4% -$8.57K 0.02% 123
2023
Q1 		$230K Sell
9,545
-689
-7% -$17.5K 0.03% 111
2022
Q4 		$294K Sell
10,234
-193
-2% -$5.2K 0.04% 110
2022
Q3 		$236K Buy
+10,427
New +$247K 0.04% 113
2022
Q2 		– Sell
-10,708
Closed -$276K – 132
2022
Q1 		$276K Buy
+10,708
New +$242K 0.04% 113

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty One Investment Management's AES Position: Q1 2024 in Review

Liberty One Investment Management sold out of AES (AES) in Q1 2024, closing a stake of 9,305 shares — an estimated $179K sold.

Liberty One Investment Management first reported a position in AES in Q1 2022 and held it in 7 quarters. The position peaked at $294K in Q4 2022. 653 funds tracked by Wall St. Rank hold AES as of Q1 2024.

  • Liberty One Investment Management reported no remaining AES position as of Q1 2024 after selling out during the quarter.
  • Liberty One Investment Management sold 9,305 AES shares in Q1 2024, an estimated $179K.
  • Liberty One Investment Management first reported a position in AES in Q1 2022 and held it in 7 quarters.
  • Liberty One Investment Management's AES position peaked at $294K in Q4 2022.
  • 653 funds tracked by Wall St. Rank held AES as of Q1 2024.

Based on Liberty One Investment Management's 13F filing for Q1 2024, filed 30 Apr 2024.