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TFO Wealth Partners’s AES AES Stock Holding History

TFO Wealth Partners’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
-8
Closed -$143 – 72
2024
Q1 		$143 Hold
8
– – ﹤0.01% 573
2023
Q4 		$154 Hold
8
– – ﹤0.01% 710
2023
Q3 		$166 Hold
8
– – ﹤0.01% 891
2023
Q2 		$166 Hold
8
– – ﹤0.01% 558
2023
Q1 		$193 Sell
8
-4
-33% -$102 ﹤0.01% 488
2022
Q4 		$1.66K Buy
+12
New +$323 ﹤0.01% 283

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

TFO Wealth Partners's AES Position: Q2 2024 in Review

TFO Wealth Partners sold out of AES (AES) in Q2 2024, closing a stake of 8 shares — an estimated $143 sold.

TFO Wealth Partners first reported a position in AES in Q4 2022 and held it in 6 quarters. The position peaked at $1.66K in Q4 2022. 694 funds tracked by Wall St. Rank hold AES as of Q2 2024.

  • TFO Wealth Partners reported no remaining AES position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 8 AES shares in Q2 2024, an estimated $143.
  • TFO Wealth Partners first reported a position in AES in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's AES position peaked at $1.66K in Q4 2022.
  • 694 funds tracked by Wall St. Rank held AES as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.