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Resurgent Financial Advisors’s AES AES Stock Holding History

Resurgent 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
2024
Q1 		– Sell
-1,257
Closed -$24.2K – 202
2023
Q4 		$24.2K Buy
+1,257
New +$20.4K 0.01% 457
2023
Q3 		– Sell
-1,151
Closed -$23.9K – 482
2023
Q2 		$23.9K Sell
1,151
-48
-4% -$1.06K 0.02% 463
2023
Q1 		$28.9K Buy
1,199
+18
+2% +$457 0.02% 425
2022
Q4 		$34K Buy
+1,181
New +$31.8K 0.02% 512

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

Resurgent Financial Advisors's AES Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of AES (AES) in Q1 2024, closing a stake of 1,257 shares — an estimated $24.2K sold.

Resurgent Financial Advisors first reported a position in AES in Q4 2022 and held it in 4 quarters. The position peaked at $34K in Q4 2022. 653 funds tracked by Wall St. Rank hold AES as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining AES position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,257 AES shares in Q1 2024, an estimated $24.2K.
  • Resurgent Financial Advisors first reported a position in AES in Q4 2022 and held it in 4 quarters.
  • Resurgent Financial Advisors's AES position peaked at $34K in Q4 2022.
  • 653 funds tracked by Wall St. Rank held AES as of Q1 2024.

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