Wilbanks Smith & Thomas Asset Management’s AES AES Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q2	–	Sell	-8,513	Closed	-$205K	–	514
2023 Q1	$205K	Sell	8,513 -93	-1%	-$2.36K	0.01%	483
2022 Q4	$248K	Sell	8,606 -3,569	-29%	-$96.2K	0.01%	426
2022 Q3	$275K	Buy	+12,175	New	+$289K	0.01%	381
2022 Q1	–	Sell	-8,788	Closed	-$214K	–	502
2021 Q4	$214K	Hold	8,788	–	–	0.01%	480
2021 Q3	$201K	Hold	8,788	–	–	0.01%	481
2021 Q2	$229K	Sell	8,788 -117	-1%	-$3.09K	0.01%	452
2021 Q1	$239K	Buy	8,905 +248	+3%	+$6.6K	0.01%	418
2020 Q4	$203K	Buy	+8,657	New	+$180K	0.01%	412
2019 Q2	–	Sell	-10,282	Closed	-$186K	–	416
2019 Q1	$186K	Sell	10,282 -254,698	-96%	-$4.28M	0.01%	399
2018 Q4	$3.83M	Sell	264,980 -18,064	-6%	-$271K	0.26%	74
2018 Q3	$3.96M	Buy	283,044 +2,157	+0.8%	+$29K	0.24%	82
2018 Q2	$3.77M	Buy	280,887 +4,664	+2%	+$57.4K	0.3%	69
2018 Q1	$3.14M	Buy	+276,223	New	+$3M	0.25%	75

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 Boston, Massachusetts $1.9T AUM 41.92% 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

OAG

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

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

Wilbanks Smith & Thomas Asset Management's AES Position: Q2 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of AES (AES) in Q2 2023, closing a stake of 8,513 shares — an estimated $205K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in AES in Q1 2018 and held it in 13 quarters. The position peaked at $3.96M in Q3 2018. 635 funds tracked by Wall St. Rank hold AES as of Q2 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining AES position as of Q2 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 8,513 AES shares in Q2 2023, an estimated $205K.
Wilbanks Smith & Thomas Asset Management first reported a position in AES in Q1 2018 and held it in 13 quarters.
Wilbanks Smith & Thomas Asset Management's AES position peaked at $3.96M in Q3 2018.
635 funds tracked by Wall St. Rank held AES as of Q2 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.