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Stonegate Investment Group’s AES AES Stock Holding History

Stonegate Investment Group’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
2023
Q1 		– Sell
-8,688
Closed -$250K – 346
2022
Q4 		$250K Sell
8,688
-619
-7% -$16.7K 0.01% 264
2022
Q3 		$210K Buy
+9,307
New +$221K 0.01% 262

Other funds holding AES

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAG
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

Stonegate Investment Group's AES Position: Q1 2023 in Review

Stonegate Investment Group sold out of AES (AES) in Q1 2023, closing a stake of 8,688 shares — an estimated $250K sold.

Stonegate Investment Group first reported a position in AES in Q3 2022 and held it in 2 quarters. The position peaked at $250K in Q4 2022. 674 funds tracked by Wall St. Rank hold AES as of Q1 2023.

  • Stonegate Investment Group reported no remaining AES position as of Q1 2023 after selling out during the quarter.
  • Stonegate Investment Group sold 8,688 AES shares in Q1 2023, an estimated $250K.
  • Stonegate Investment Group first reported a position in AES in Q3 2022 and held it in 2 quarters.
  • Stonegate Investment Group's AES position peaked at $250K in Q4 2022.
  • 674 funds tracked by Wall St. Rank held AES as of Q1 2023.

Based on Stonegate Investment Group's 13F filing for Q1 2023, filed 20 Apr 2023.