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Wetzel Investment Advisors’s AES AES Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-340
Closed -$6.1K – 141
2024
Q2 		$6.1K Hold
340
– – ﹤0.01% 550
2024
Q1 		$5.53K Hold
340
– – ﹤0.01% 657
2023
Q4 		$7K Buy
+340
New +$5.53K ﹤0.01% 591

Other funds holding AES

Vanguard Group
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
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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wetzel Investment Advisors's AES Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of AES (AES) in Q3 2024, closing a stake of 340 shares — an estimated $6.1K sold.

Wetzel Investment Advisors first reported a position in AES in Q4 2023 and held it in 3 quarters. The position peaked at $7K in Q4 2023. 703 funds tracked by Wall St. Rank hold AES as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining AES position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 340 AES shares in Q3 2024, an estimated $6.1K.
  • Wetzel Investment Advisors first reported a position in AES in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's AES position peaked at $7K in Q4 2023.
  • 703 funds tracked by Wall St. Rank held AES as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.