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OneDigital Investment Advisors’s AES AES Stock Holding History

OneDigital Investment Advisors’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
2024
Q1 		– Sell
-21,403
Closed -$412K – 1089
2023
Q4 		$412K Buy
+21,403
New +$348K 0.01% 787
2019
Q3 		– Sell
-1,018
Closed -$17K – 577
2019
Q2 		$17K Hold
1,018
– – ﹤0.01% 840
2019
Q1 		$18K Sell
1,018
-163
-14% -$2.74K ﹤0.01% 754
2018
Q4 		$17K Sell
1,181
-184
-13% -$2.76K ﹤0.01% 728
2018
Q3 		$19K Sell
1,365
-1,747
-56% -$23.5K ﹤0.01% 677
2018
Q2 		$17K Buy
3,112
+1,800
+137% +$22.2K ﹤0.01% 862
2018
Q1 		$15K Buy
1,312
+62
+5% +$674 ﹤0.01% 903
2017
Q4 		$14K Buy
1,250
+92
+8% +$995 ﹤0.01% 898
2017
Q3 		$13K Buy
1,158
+58
+5% +$647 ﹤0.01% 765
2017
Q2 		$12K Buy
+1,100
New +$12.6K ﹤0.01% 894

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OneDigital Investment Advisors's AES Position: Q1 2024 in Review

OneDigital Investment Advisors sold out of AES (AES) in Q1 2024, closing a stake of 21,403 shares — an estimated $412K sold.

OneDigital Investment Advisors first reported a position in AES in Q2 2017 and held it in 10 quarters. The position peaked at $412K in Q4 2023. 654 funds tracked by Wall St. Rank hold AES as of Q1 2024.

  • OneDigital Investment Advisors reported no remaining AES position as of Q1 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 21,403 AES shares in Q1 2024, an estimated $412K.
  • OneDigital Investment Advisors first reported a position in AES in Q2 2017 and held it in 10 quarters.
  • OneDigital Investment Advisors's AES position peaked at $412K in Q4 2023.
  • 654 funds tracked by Wall St. Rank held AES as of Q1 2024.

Based on OneDigital Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.