Macroview Investment Management’s AES AES Stock Holding History

Macroview 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
2023 Q4	–	Sell	-401	Closed	-$6.1K	–	624
2023 Q3	$6.1K	Buy	+401	New	+$7.64K	0.01%	387
2021 Q4	–	Sell	-210	Closed	-$5K	–	386
2021 Q3	$5K	Buy	+210	New	+$5.1K	0.01%	275
2020 Q2	–	Sell	-174	Closed	-$2K	–	310
2020 Q1	$2K	Buy	174 +1	+0.6%	+$18	﹤0.01%	207
2019 Q4	$3K	Hold	173	–	–	0.01%	224
2019 Q3	$3K	Hold	173	–	–	0.01%	218
2019 Q2	$3K	Hold	173	–	–	0.01%	224
2019 Q1	$3K	Hold	173	–	–	0.01%	223
2018 Q4	$3K	Hold	173	–	–	0.01%	182
2018 Q3	$2K	Buy	+173	New	+$2.33K	0.01%	268

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

Macroview Investment Management's AES Position: Q4 2023 in Review

Macroview Investment Management sold out of AES (AES) in Q4 2023, closing a stake of 401 shares — an estimated $6.1K sold.

Macroview Investment Management first reported a position in AES in Q3 2018 and held it in 9 quarters. The position peaked at $6.1K in Q3 2023. 630 funds tracked by Wall St. Rank hold AES as of Q4 2023.

Macroview Investment Management reported no remaining AES position as of Q4 2023 after selling out during the quarter.
Macroview Investment Management sold 401 AES shares in Q4 2023, an estimated $6.1K.
Macroview Investment Management first reported a position in AES in Q3 2018 and held it in 9 quarters.
Macroview Investment Management's AES position peaked at $6.1K in Q3 2023.
630 funds tracked by Wall St. Rank held AES as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.