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Sowell Financial Services’s AES AES Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-17,250
Closed -$309K – 522
2024
Q1 		$309K Buy
17,250
+901
+6% +$15.1K 0.01% 510
2023
Q4 		$315K Sell
16,349
-4,627
-22% -$75.3K 0.02% 491
2023
Q3 		$319K Buy
20,976
+2,666
+15% +$50.8K 0.02% 453
2023
Q2 		$379K Buy
18,310
+4,861
+36% +$107K 0.02% 489
2023
Q1 		$324K Sell
13,449
-5,828
-30% -$148K 0.03% 534
2022
Q4 		$554K Buy
19,277
+184
+1% +$4.96K 0.04% 413
2022
Q3 		$431K Sell
19,093
-174
-0.9% -$4.13K 0.04% 334
2022
Q2 		$405K Buy
+19,267
New +$420K 0.04% 237
2022
Q1 		– Sell
-26,657
Closed -$648K – 178
2021
Q4 		$648K Buy
26,657
+13,323
+100% +$324K 0.04% 398
2021
Q3 		$304K Sell
13,334
-511
-4% -$12.4K 0.02% 446
2021
Q2 		$361K Sell
13,845
-2,283
-14% -$60.3K 0.02% 454
2021
Q1 		$410K Buy
16,128
+1,148
+8% +$30.5K 0.01% 723
2020
Q4 		$352K Buy
14,980
+12,916
+626% +$268K 0.02% 634
2020
Q3 		$37K Sell
2,064
-391
-16% -$6.53K ﹤0.01% 1312
2020
Q2 		$36K Sell
2,455
-16,377
-87% -$215K ﹤0.01% 1272
2020
Q1 		$256K Buy
18,832
+10,515
+126% +$188K 0.02% 591
2019
Q4 		$166K Sell
8,317
-26
-0.3% -$465 0.01% 772
2019
Q3 		$136K Buy
+8,343
New +$134K 0.01% 747

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Sowell Financial Services's AES Position: Q2 2024 in Review

Sowell Financial Services sold out of AES (AES) in Q2 2024, closing a stake of 17,250 shares — an estimated $309K sold.

Sowell Financial Services first reported a position in AES in Q3 2019 and held it in 18 quarters. The position peaked at $648K in Q4 2021. 695 funds tracked by Wall St. Rank hold AES as of Q2 2024.

  • Sowell Financial Services reported no remaining AES position as of Q2 2024 after selling out during the quarter.
  • Sowell Financial Services sold 17,250 AES shares in Q2 2024, an estimated $309K.
  • Sowell Financial Services first reported a position in AES in Q3 2019 and held it in 18 quarters.
  • Sowell Financial Services's AES position peaked at $648K in Q4 2021.
  • 695 funds tracked by Wall St. Rank held AES as of Q2 2024.

Based on Sowell Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.