VitalStone Financial’s AES AES Stock Holding History

VitalStone Financial’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 Q3	–	Sell	-60	Closed	-$1K	–	448
2023 Q2	$1K	Buy	+60	New	+$1.32K	﹤0.01%	814

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

OAG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

VitalStone Financial's AES Position: Q3 2023 in Review

VitalStone Financial sold out of AES (AES) in Q3 2023, closing a stake of 60 shares — an estimated $1K sold.

VitalStone Financial first reported a position in AES in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 617 funds tracked by Wall St. Rank hold AES as of Q3 2023.

VitalStone Financial reported no remaining AES position as of Q3 2023 after selling out during the quarter.
VitalStone Financial sold 60 AES shares in Q3 2023, an estimated $1K.
VitalStone Financial first reported a position in AES in Q2 2023 and held it in 1 quarter.
VitalStone Financial's AES position peaked at $1K in Q2 2023.
617 funds tracked by Wall St. Rank held AES as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.