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Money Concepts Capital’s AES AES Stock Holding History

Money Concepts Capital’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
Q2 		– Sell
-10,755
Closed -$260K – 366
2023
Q1 		$260K Sell
10,755
-1,924
-15% -$48.9K 0.01% 373
2022
Q4 		$365K Buy
12,679
+1,001
+9% +$27K 0.02% 508
2022
Q3 		$264K Buy
11,678
+10,446
+848% +$248K 0.02% 381
2022
Q2 		$26K Sell
1,232
-813
-40% -$17.7K ﹤0.01% 826
2022
Q1 		$53K Buy
+2,045
New +$46.2K ﹤0.01% 1208

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Money Concepts Capital's AES Position: Q2 2023 in Review

Money Concepts Capital sold out of AES (AES) in Q2 2023, closing a stake of 10,755 shares — an estimated $260K sold.

Money Concepts Capital first reported a position in AES in Q1 2022 and held it in 5 quarters. The position peaked at $365K in Q4 2022. 635 funds tracked by Wall St. Rank hold AES as of Q2 2023.

  • Money Concepts Capital reported no remaining AES position as of Q2 2023 after selling out during the quarter.
  • Money Concepts Capital sold 10,755 AES shares in Q2 2023, an estimated $260K.
  • Money Concepts Capital first reported a position in AES in Q1 2022 and held it in 5 quarters.
  • Money Concepts Capital's AES position peaked at $365K in Q4 2022.
  • 635 funds tracked by Wall St. Rank held AES as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.