Washington Trust Advisors’s AES AES Stock Holding History

Washington Trust Advisors’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 Q1	–	Sell	-513	Closed	-$6.6K	–	641
2024 Q4	$6.6K	Sell	513 -299	-37%	-$4.47K	﹤0.01%	530
2024 Q3	$16.3K	Buy	812 +19	+2%	+$336	﹤0.01%	426
2024 Q2	$13.9K	Buy	793 +103	+15%	+$1.96K	﹤0.01%	429
2024 Q1	$12.4K	Buy	690 +223	+48%	+$3.73K	﹤0.01%	453
2023 Q4	$8.99K	Hold	467	–	–	﹤0.01%	497
2023 Q3	$7.1K	Sell	467 -178	-28%	-$3.39K	﹤0.01%	510
2023 Q2	$13.4K	Sell	645 -1,601	-71%	-$35.3K	﹤0.01%	421
2023 Q1	$54.1K	Sell	2,246 -125	-5%	-$3.18K	0.01%	302
2022 Q4	$68.2K	Sell	2,371 -2,579	-52%	-$69.5K	0.01%	281
2022 Q3	$112K	Buy	4,950 +25	+0.5%	+$593	0.01%	261
2022 Q2	$103K	Sell	4,925 -19,693	-80%	-$430K	0.01%	284
2022 Q1	$633K	Buy	24,618 +40	+0.2%	+$904	0.04%	140
2021 Q4	$597K	Buy	+24,578	New	+$597K	0.04%	148

Other funds holding AES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Geode Capital Management

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

Capital International Investors

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return