Vigilant Capital Management’s AES AES Stock Holding History

Vigilant Capital Management’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
2023 Q1	–	Sell	-343	Closed	-$10K	–	438
2022 Q4	$10K	Sell	343 -784	-70%	-$21.1K	﹤0.01%	396
2022 Q3	$25K	Hold	1,127	–	–	﹤0.01%	357
2022 Q2	$24K	Buy	+1,127	New	+$24.6K	﹤0.01%	348
2014 Q4	–	Sell	-1,000	Closed	-$14K	–	297
2014 Q3	$14K	Buy	+1,000	New	+$14.9K	﹤0.01%	236

Other funds holding AES

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

OAG

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Vigilant Capital Management's AES Position: Q1 2023 in Review

Vigilant Capital Management sold out of AES (AES) in Q1 2023, closing a stake of 343 shares — an estimated $10K sold.

Vigilant Capital Management first reported a position in AES in Q3 2014 and held it in 4 quarters. The position peaked at $25K in Q3 2022. 675 funds tracked by Wall St. Rank hold AES as of Q1 2023.

Vigilant Capital Management reported no remaining AES position as of Q1 2023 after selling out during the quarter.
Vigilant Capital Management sold 343 AES shares in Q1 2023, an estimated $10K.
Vigilant Capital Management first reported a position in AES in Q3 2014 and held it in 4 quarters.
Vigilant Capital Management's AES position peaked at $25K in Q3 2022.
675 funds tracked by Wall St. Rank held AES as of Q1 2023.

Based on Vigilant Capital Management's 13F filing for Q1 2023, filed 1 May 2023.