NWMG
AES icon

National Wealth Management Group’s AES AES Stock Holding History

National Wealth Management 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
2022
Q4 		– Sell
-15,482
Closed -$350K – 135
2022
Q3 		$350K Buy
+15,482
New +$367K 0.45% 63

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 $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

National Wealth Management Group's AES Position: Q4 2022 in Review

National Wealth Management Group sold out of AES (AES) in Q4 2022, closing a stake of 15,482 shares — an estimated $350K sold.

National Wealth Management Group first reported a position in AES in Q3 2022 and held it in 1 quarter. The position peaked at $350K in Q3 2022. 692 funds tracked by Wall St. Rank hold AES as of Q4 2022.

  • National Wealth Management Group reported no remaining AES position as of Q4 2022 after selling out during the quarter.
  • National Wealth Management Group sold 15,482 AES shares in Q4 2022, an estimated $350K.
  • National Wealth Management Group first reported a position in AES in Q3 2022 and held it in 1 quarter.
  • National Wealth Management Group's AES position peaked at $350K in Q3 2022.
  • 692 funds tracked by Wall St. Rank held AES as of Q4 2022.

Based on National Wealth Management Group's 13F filing for Q4 2022, filed 17 Nov 2023.