Opal Wealth Advisors’s AES AES Stock Holding History

Opal Wealth 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 Q3	–	Sell	-81	Closed	-$1.42K	–	209
2024 Q2	$1.42K	Buy	+81	New	+$1.54K	﹤0.01%	1024

Other funds holding AES

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Opal Wealth Advisors's AES Position: Q3 2024 in Review

Opal Wealth Advisors sold out of AES (AES) in Q3 2024, closing a stake of 81 shares — an estimated $1.42K sold.

Opal Wealth Advisors first reported a position in AES in Q2 2024 and held it in 1 quarter. The position peaked at $1.42K in Q2 2024. 703 funds tracked by Wall St. Rank hold AES as of Q3 2024.

Opal Wealth Advisors reported no remaining AES position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 81 AES shares in Q3 2024, an estimated $1.42K.
Opal Wealth Advisors first reported a position in AES in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's AES position peaked at $1.42K in Q2 2024.
703 funds tracked by Wall St. Rank held AES as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.