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SYSTM Wealth Solutions’s AES AES Stock Holding History

SYSTM Wealth Solutions’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
-82,910
Closed -$1.49M – 663
2024
Q1 		$1.49M Sell
82,910
-2,758
-3% -$46.1K 0.19% 154
2023
Q4 		$1.65M Sell
85,668
-14,969
-15% -$243K 0.23% 130
2023
Q3 		$1.53M Sell
100,637
-12,322
-11% -$235K 0.24% 116
2023
Q2 		$2.34M Sell
112,959
-3,541
-3% -$78K 0.32% 83
2023
Q1 		$2.81M Sell
116,500
-4,453
-4% -$113K 0.43% 54
2022
Q4 		$3.48M Buy
+120,953
New +$3.26M 0.43% 62

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SYSTM Wealth Solutions's AES Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of AES (AES) in Q2 2024, closing a stake of 82,910 shares — an estimated $1.49M sold.

SYSTM Wealth Solutions first reported a position in AES in Q4 2022 and held it in 6 quarters. The position peaked at $3.48M in Q4 2022. 694 funds tracked by Wall St. Rank hold AES as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining AES position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 82,910 AES shares in Q2 2024, an estimated $1.49M.
  • SYSTM Wealth Solutions first reported a position in AES in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's AES position peaked at $3.48M in Q4 2022.
  • 694 funds tracked by Wall St. Rank held AES as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.