PO
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Private Ocean’s AES AES Stock Holding History

Private Ocean’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
Q2 		– Sell
-546
Closed -$9.79K – 619
2024
Q1 		$9.79K Hold
546
– – ﹤0.01% 365
2023
Q4 		$10.5K Hold
546
– – ﹤0.01% 359
2023
Q3 		$8.3K Sell
546
-10
-2% -$190 ﹤0.01% 370
2023
Q2 		$11.5K Buy
556
+10
+2% +$220 ﹤0.01% 378
2023
Q1 		$13.1K Buy
+546
New +$13.9K ﹤0.01% 370
2021
Q3 		– Sell
-300
Closed -$8K – 545
2021
Q2 		$8K Sell
300
-200
-40% -$5.28K ﹤0.01% 420
2021
Q1 		$13K Buy
500
+463
+1,251% +$12.3K ﹤0.01% 402
2020
Q4 		$1K Buy
+37
New +$769 ﹤0.01% 479

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

Private Ocean's AES Position: Q2 2024 in Review

Private Ocean sold out of AES (AES) in Q2 2024, closing a stake of 546 shares — an estimated $9.79K sold.

Private Ocean first reported a position in AES in Q4 2020 and held it in 8 quarters. The position peaked at $13.1K in Q1 2023. 694 funds tracked by Wall St. Rank hold AES as of Q2 2024.

  • Private Ocean reported no remaining AES position as of Q2 2024 after selling out during the quarter.
  • Private Ocean sold 546 AES shares in Q2 2024, an estimated $9.79K.
  • Private Ocean first reported a position in AES in Q4 2020 and held it in 8 quarters.
  • Private Ocean's AES position peaked at $13.1K in Q1 2023.
  • 694 funds tracked by Wall St. Rank held AES as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.