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Plante Moran Financial Advisors’s AES AES Stock Holding History

Plante Moran Financial 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
2022
Q3 		– Sell
-69
Closed -$1K – 842
2022
Q2 		$1K Sell
69
-181
-72% -$3.95K ﹤0.01% 870
2022
Q1 		$6K Buy
250
+77
+45% +$1.74K ﹤0.01% 645
2021
Q4 		$4K Buy
+173
New +$4.21K ﹤0.01% 838
2018
Q3 		– Sell
-333
Closed -$4K – 749
2018
Q2 		$4K Buy
333
+104
+45% +$1.28K ﹤0.01% 647
2018
Q1 		$3K Buy
+229
New +$2.49K ﹤0.01% 773
2017
Q4 		– Sell
-460
Closed -$5K – 874
2017
Q3 		$5K Hold
460
– – ﹤0.01% 644
2017
Q2 		$5K Buy
460
+164
+55% +$1.88K ﹤0.01% 658
2017
Q1 		$3K Sell
296
-1,121
-79% -$12.8K ﹤0.01% 750
2016
Q4 		$16K Sell
1,417
-44
-3% -$516 0.01% 508
2016
Q3 		$19K Buy
1,461
+1,131
+343% +$14.1K 0.01% 496
2016
Q2 		$4K Buy
+330
New +$3.72K ﹤0.01% 664
2016
Q1 		– Sell
-363
Closed -$3K – 848
2015
Q4 		$3K Buy
363
+217
+149% +$2.17K ﹤0.01% 808
2015
Q3 		$1K Sell
146
-157
-52% -$1.9K ﹤0.01% 676
2015
Q2 		$4K Hold
303
– – ﹤0.01% 637
2015
Q1 		$4K Hold
303
– – ﹤0.01% 627
2014
Q4 		$4K Hold
303
– – ﹤0.01% 682
2014
Q3 		$4K Hold
303
– – ﹤0.01% 695
2014
Q2 		$5K Buy
+303
New +$4.35K ﹤0.01% 658

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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's AES Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of AES (AES) in Q3 2022, closing a stake of 69 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in AES in Q2 2014 and held it in 18 quarters. The position peaked at $19K in Q3 2016. 631 funds tracked by Wall St. Rank hold AES as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining AES position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 69 AES shares in Q3 2022, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in AES in Q2 2014 and held it in 18 quarters.
  • Plante Moran Financial Advisors's AES position peaked at $19K in Q3 2016.
  • 631 funds tracked by Wall St. Rank held AES as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.