Simplicity Wealth’s AES AES Stock Holding History

Simplicity Wealth’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	-225,000	Closed	-$3.95M	–	506
2024 Q2	$3.95M	Buy	225,000 +42,177	+23%	+$802K	0.09%	225
2024 Q1	$3.28M	Buy	+182,823	New	+$3.06M	0.08%	254

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

Simplicity Wealth's AES Position: Q3 2024 in Review

Simplicity Wealth sold out of AES (AES) in Q3 2024, closing a stake of 225,000 shares — an estimated $3.95M sold.

Simplicity Wealth first reported a position in AES in Q1 2024 and held it in 2 quarters. The position peaked at $3.95M in Q2 2024. 703 funds tracked by Wall St. Rank hold AES as of Q3 2024.

Simplicity Wealth reported no remaining AES position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 225,000 AES shares in Q3 2024, an estimated $3.95M.
Simplicity Wealth first reported a position in AES in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's AES position peaked at $3.95M in Q2 2024.
703 funds tracked by Wall St. Rank held AES as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.