Lloyd Advisory Services’s AES AES Stock Holding History

Lloyd Advisory Services’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 Q4	–	Sell	-16,810	Closed	-$256K	–	143
2023 Q3	$256K	Buy	+16,810	New	+$320K	0.08%	205

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Lloyd Advisory Services's AES Position: Q4 2023 in Review

Lloyd Advisory Services sold out of AES (AES) in Q4 2023, closing a stake of 16,810 shares — an estimated $256K sold.

Lloyd Advisory Services first reported a position in AES in Q3 2023 and held it in 1 quarter. The position peaked at $256K in Q3 2023. 630 funds tracked by Wall St. Rank hold AES as of Q4 2023.

Lloyd Advisory Services reported no remaining AES position as of Q4 2023 after selling out during the quarter.
Lloyd Advisory Services sold 16,810 AES shares in Q4 2023, an estimated $256K.
Lloyd Advisory Services first reported a position in AES in Q3 2023 and held it in 1 quarter.
Lloyd Advisory Services's AES position peaked at $256K in Q3 2023.
630 funds tracked by Wall St. Rank held AES as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.