Long Island Wealth Management’s AES AES Stock Holding History

Long Island Wealth 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	-120	Closed	-$2K	–	84
2023 Q4	$2K	Buy	+120	New	+$1.95K	﹤0.01%	328

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Long Island Wealth Management's AES Position: Q1 2024 in Review

Long Island Wealth Management sold out of AES (AES) in Q1 2024, closing a stake of 120 shares — an estimated $2K sold.

Long Island Wealth Management first reported a position in AES in Q4 2023 and held it in 1 quarter. The position peaked at $2K in Q4 2023. 653 funds tracked by Wall St. Rank hold AES as of Q1 2024.

Long Island Wealth Management reported no remaining AES position as of Q1 2024 after selling out during the quarter.
Long Island Wealth Management sold 120 AES shares in Q1 2024, an estimated $2K.
Long Island Wealth Management first reported a position in AES in Q4 2023 and held it in 1 quarter.
Long Island Wealth Management's AES position peaked at $2K in Q4 2023.
653 funds tracked by Wall St. Rank held AES as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.