Sargent Bickham Lagudis’s AES AES Stock Holding History

Sargent Bickham Lagudis’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 Q4	$43.1K	Hold	1,500	–	–	﹤0.01%	468
2022 Q3	$34K	Hold	1,500	–	–	﹤0.01%	479
2022 Q2	$32K	Hold	1,500	–	–	﹤0.01%	500
2022 Q1	$39K	Hold	1,500	–	–	﹤0.01%	498
2021 Q4	$36K	Hold	1,500	–	–	﹤0.01%	506
2021 Q3	$34K	Hold	1,500	–	–	﹤0.01%	519
2021 Q2	$39K	Hold	1,500	–	–	﹤0.01%	493
2021 Q1	$40K	Hold	1,500	–	–	﹤0.01%	471
2020 Q4	$35K	Sell	1,500 -239	-14%	-$4.97K	﹤0.01%	470
2020 Q3	$31K	Hold	1,739	–	–	﹤0.01%	448
2020 Q2	$25K	Hold	1,739	–	–	﹤0.01%	452
2020 Q1	$24K	Sell	1,739 -3,835	-69%	-$68.7K	﹤0.01%	429
2019 Q4	$111K	Buy	5,574 +1,055	+23%	+$18.9K	0.01%	270
2019 Q3	$74K	Sell	4,519 -1,995	-31%	-$32.1K	0.01%	289
2019 Q2	$109K	Hold	6,514	–	–	0.01%	269
2019 Q1	$118K	Sell	6,514 -2,172	-25%	-$36.5K	0.01%	264
2018 Q4	$126K	Buy	+8,686	New	+$130K	0.02%	248

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sargent Bickham Lagudis's AES Position: Q4 2022 in Review

Sargent Bickham Lagudis held its AES (AES) position steady in Q4 2022 at 1,500 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Sargent Bickham Lagudis first reported a position in AES in Q4 2018 and has held it in 17 quarters since. The position peaked at $126K in Q4 2018. 692 funds tracked by Wall St. Rank hold AES as of Q4 2022.

Sargent Bickham Lagudis held 1,500 shares of AES worth $43.1K as of Q4 2022.
Sargent Bickham Lagudis left its AES share count unchanged in Q4 2022.
AES made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #468 holding.
Sargent Bickham Lagudis first reported a position in AES in Q4 2018 and has held it in 17 quarters since.
Sargent Bickham Lagudis's AES position peaked at $126K in Q4 2018.
692 funds tracked by Wall St. Rank held AES as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.