Vestmark Advisory Solutions’s AES AES Stock Holding History

Vestmark Advisory Solutions’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
2025 Q4	–	Sell	-21,543	Closed	-$284K	–	1241
2025 Q3	$284K	Buy	+21,543	New	+$280K	0.01%	796
2023 Q3	–	Sell	-15,244	Closed	-$316K	–	426
2023 Q2	$316K	Sell	15,244 -246	-2%	-$5.42K	0.01%	698
2023 Q1	$373K	Sell	15,490 -271	-2%	-$6.89K	0.02%	640
2022 Q4	$453K	Buy	15,761 +2,587	+20%	+$69.7K	0.02%	584
2022 Q3	$298K	Buy	13,174 +976	+8%	+$23.1K	0.02%	664
2022 Q2	$256K	Buy	12,198 +387	+3%	+$8.45K	0.01%	732
2022 Q1	$304K	Buy	11,811 +832	+8%	+$18.8K	0.02%	710
2021 Q4	$267K	Sell	10,979 -3,428	-24%	-$83.3K	0.02%	748
2021 Q3	$329K	Buy	+14,407	New	+$350K	0.02%	632
2021 Q1	–	Sell	-9,183	Closed	-$216K	–	722
2020 Q4	$216K	Sell	9,183 -19,929	-68%	-$414K	0.02%	556
2020 Q3	$527K	Buy	29,112 +1,054	+4%	+$17.6K	0.07%	315
2020 Q2	$407K	Sell	28,058 -8,496	-23%	-$112K	0.06%	342
2020 Q1	$497K	Buy	36,554 +2,134	+6%	+$38.3K	0.1%	270
2019 Q4	$685K	Buy	34,420 +1,004	+3%	+$18K	0.14%	186
2019 Q3	$546K	Sell	33,416 -37	-0.1%	-$596	0.09%	276
2019 Q2	$561K	Buy	33,453 +7,081	+27%	+$120K	0.1%	260
2019 Q1	$477K	Buy	+26,372	New	+$443K	0.09%	291

Other funds holding AES

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Geode Capital Management

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

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return