Turtle Creek Wealth Advisors’s AES AES Stock Holding History

Turtle Creek Wealth Advisors’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 Q1	–	Sell	-1,042	Closed	-$20.1K	–	204
2023 Q4	$20.1K	Buy	+1,042	New	+$16.9K	0.01%	416

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Turtle Creek Wealth Advisors's AES Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of AES (AES) in Q1 2024, closing a stake of 1,042 shares — an estimated $20.1K sold.

Turtle Creek Wealth Advisors first reported a position in AES in Q4 2023 and held it in 1 quarter. The position peaked at $20.1K in Q4 2023. 653 funds tracked by Wall St. Rank hold AES as of Q1 2024.

Turtle Creek Wealth Advisors reported no remaining AES position as of Q1 2024 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 1,042 AES shares in Q1 2024, an estimated $20.1K.
Turtle Creek Wealth Advisors first reported a position in AES in Q4 2023 and held it in 1 quarter.
Turtle Creek Wealth Advisors's AES position peaked at $20.1K in Q4 2023.
653 funds tracked by Wall St. Rank held AES as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.