Ruedi Wealth Management’s AES AES Stock Holding History

Ruedi 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
2024 Q3	–	Sell	-12	Closed	-$211	–	348
2024 Q2	$211	Buy	+12	New	+$228	﹤0.01%	453

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

Ruedi Wealth Management's AES Position: Q3 2024 in Review

Ruedi Wealth Management sold out of AES (AES) in Q3 2024, closing a stake of 12 shares — an estimated $211 sold.

Ruedi Wealth Management first reported a position in AES in Q2 2024 and held it in 1 quarter. The position peaked at $211 in Q2 2024. 703 funds tracked by Wall St. Rank hold AES as of Q3 2024.

Ruedi Wealth Management reported no remaining AES position as of Q3 2024 after selling out during the quarter.
Ruedi Wealth Management sold 12 AES shares in Q3 2024, an estimated $211.
Ruedi Wealth Management first reported a position in AES in Q2 2024 and held it in 1 quarter.
Ruedi Wealth Management's AES position peaked at $211 in Q2 2024.
703 funds tracked by Wall St. Rank held AES as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.