Valley Wealth Managers’s AES AES Stock Holding History

Valley Wealth Managers’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
2022 Q4	–	Sell	-88	Closed	-$2.37K	–	372
2022 Q3	$2K	Hold	88	–	–	﹤0.01%	362
2022 Q2	$2K	Buy	+88	New	+$1.92K	﹤0.01%	378

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valley Wealth Managers's AES Position: Q4 2022 in Review

Valley Wealth Managers sold out of AES (AES) in Q4 2022, closing a stake of 88 shares — an estimated $2.37K sold.

Valley Wealth Managers first reported a position in AES in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 692 funds tracked by Wall St. Rank hold AES as of Q4 2022.

Valley Wealth Managers reported no remaining AES position as of Q4 2022 after selling out during the quarter.
Valley Wealth Managers sold 88 AES shares in Q4 2022, an estimated $2.37K.
Valley Wealth Managers first reported a position in AES in Q2 2022 and held it in 2 quarters.
Valley Wealth Managers's AES position peaked at $2K in Q3 2022.
692 funds tracked by Wall St. Rank held AES as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.