Vantage Consulting Group’s AES AES Stock Holding History

Vantage Consulting Group’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	-14,459	Closed	-$254K	–	12
2024 Q2	$254K	Sell	14,459 -7,477	-34%	-$142K	0.19%	91
2024 Q1	$393K	Buy	21,936 +2,662	+14%	+$44.5K	0.25%	50
2023 Q4	$371K	Sell	19,274 -2,106	-10%	-$34.3K	0.25%	50
2023 Q3	$325K	Buy	21,380 +3,132	+17%	+$59.7K	0.22%	66
2023 Q2	$378K	Buy	18,248 +1,840	+11%	+$40.5K	0.22%	54
2023 Q1	$395K	Buy	16,408 +2,923	+22%	+$74.3K	0.22%	49
2022 Q4	$388K	Sell	13,485 -1,435	-10%	-$38.7K	0.23%	48
2022 Q3	$337K	Sell	14,920 -3,591	-19%	-$85.1K	0.2%	54
2022 Q2	$389K	Buy	18,511 +2,033	+12%	+$44.4K	0.22%	40
2022 Q1	$424K	Sell	16,478 -6,145	-27%	-$139K	0.17%	42
2021 Q4	$550K	Buy	22,623 +857	+4%	+$20.8K	0.15%	43
2021 Q3	$497K	Buy	21,766 +2,060	+10%	+$50K	0.11%	37
2021 Q2	$514K	Buy	19,706 +7,133	+57%	+$188K	0.09%	31
2021 Q1	$337K	Buy	12,573 +1,241	+11%	+$33K	0.07%	45
2020 Q4	$266K	Buy	+11,332	New	+$235K	0.02%	18

Other funds holding AES

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 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 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

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