Magnus Financial Group’s AES AES Stock Holding History

Magnus Financial Group’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 Q3	–	Sell	-13,018	Closed	-$270K	–	266
2023 Q2	$270K	Sell	13,018 -17	-0.1%	-$374	0.04%	226
2023 Q1	$314K	Hold	13,035	–	–	0.05%	218
2022 Q4	$375K	Hold	13,035	–	–	0.06%	184
2022 Q3	$295K	Buy	13,035 +5	+0%	+$119	0.06%	194
2022 Q2	$274K	Hold	13,030	–	–	0.05%	219
2022 Q1	$335K	Hold	13,030	–	–	0.06%	211
2021 Q4	$317K	Sell	13,030 -15	-0.1%	-$365	0.06%	186
2021 Q3	$298K	Sell	13,045 -3,009	-19%	-$73.1K	0.06%	187
2021 Q2	$419K	Buy	16,054 +3	+0%	+$79	0.09%	148
2021 Q1	$430K	Buy	+16,051	New	+$427K	0.1%	130

Other funds holding AES

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Magnus Financial Group's AES Position: Q3 2023 in Review

Magnus Financial Group sold out of AES (AES) in Q3 2023, closing a stake of 13,018 shares — an estimated $270K sold.

Magnus Financial Group first reported a position in AES in Q1 2021 and held it in 10 quarters. The position peaked at $430K in Q1 2021. 617 funds tracked by Wall St. Rank hold AES as of Q3 2023.

Magnus Financial Group reported no remaining AES position as of Q3 2023 after selling out during the quarter.
Magnus Financial Group sold 13,018 AES shares in Q3 2023, an estimated $270K.
Magnus Financial Group first reported a position in AES in Q1 2021 and held it in 10 quarters.
Magnus Financial Group's AES position peaked at $430K in Q1 2021.
617 funds tracked by Wall St. Rank held AES as of Q3 2023.

Based on Magnus Financial Group's 13F filing for Q3 2023, filed 10 Oct 2023.