Unique Wealth Strategies’s AES AES Stock Holding History

Unique Wealth Strategies’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 Q3	–	Sell	-30	Closed	-$538	–	213
2024 Q2	$538	Buy	+30	New	+$570	﹤0.01%	604

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Unique Wealth Strategies's AES Position: Q3 2024 in Review

Unique Wealth Strategies sold out of AES (AES) in Q3 2024, closing a stake of 30 shares — an estimated $538 sold.

Unique Wealth Strategies first reported a position in AES in Q2 2024 and held it in 1 quarter. The position peaked at $538 in Q2 2024. 703 funds tracked by Wall St. Rank hold AES as of Q3 2024.

Unique Wealth Strategies reported no remaining AES position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 30 AES shares in Q3 2024, an estimated $538.
Unique Wealth Strategies first reported a position in AES in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's AES position peaked at $538 in Q2 2024.
703 funds tracked by Wall St. Rank held AES as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.