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Marshall Financial Group (Maryland)’s AES AES Stock Holding History

Marshall Financial Group (Maryland)’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
2022
Q2 		– Sell
-12,056
Closed -$310K – 183
2022
Q1 		$310K Sell
12,056
-75
-0.6% -$1.7K 0.13% 167
2021
Q4 		$295K Buy
+12,131
New +$295K 0.11% 180

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Marshall Financial Group (Maryland)'s AES Position: Q2 2022 in Review

Marshall Financial Group (Maryland) sold out of AES (AES) in Q2 2022, closing a stake of 12,056 shares — an estimated $310K sold.

Marshall Financial Group (Maryland) first reported a position in AES in Q4 2021 and held it in 2 quarters. The position peaked at $310K in Q1 2022. 596 funds tracked by Wall St. Rank hold AES as of Q2 2022.

  • Marshall Financial Group (Maryland) reported no remaining AES position as of Q2 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 12,056 AES shares in Q2 2022, an estimated $310K.
  • Marshall Financial Group (Maryland) first reported a position in AES in Q4 2021 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s AES position peaked at $310K in Q1 2022.
  • 596 funds tracked by Wall St. Rank held AES as of Q2 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2022, filed 25 Jul 2022.