QPWM
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Quadrant Private Wealth Management’s AES AES Stock Holding History

Quadrant Private Wealth Management’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
2023
Q1 		– Sell
-7,100
Closed -$204K – 248
2022
Q4 		$204K Buy
+7,100
New +$191K 0.07% 225

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

Quadrant Private Wealth Management's AES Position: Q1 2023 in Review

Quadrant Private Wealth Management sold out of AES (AES) in Q1 2023, closing a stake of 7,100 shares — an estimated $204K sold.

Quadrant Private Wealth Management first reported a position in AES in Q4 2022 and held it in 1 quarter. The position peaked at $204K in Q4 2022. 674 funds tracked by Wall St. Rank hold AES as of Q1 2023.

  • Quadrant Private Wealth Management reported no remaining AES position as of Q1 2023 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 7,100 AES shares in Q1 2023, an estimated $204K.
  • Quadrant Private Wealth Management first reported a position in AES in Q4 2022 and held it in 1 quarter.
  • Quadrant Private Wealth Management's AES position peaked at $204K in Q4 2022.
  • 674 funds tracked by Wall St. Rank held AES as of Q1 2023.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.