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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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