Williams Jones Wealth Management’s AES AES Stock Holding History

Williams Jones Wealth 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	-9,464	Closed	-$228K	–	536
2023 Q1	$228K	Sell	9,464 -42	-0.4%	-$1.07K	﹤0.01%	487
2022 Q4	$273K	Buy	9,506 +42	+0.4%	+$1.13K	﹤0.01%	458
2022 Q3	$214K	Sell	9,464 -410	-4%	-$9.72K	﹤0.01%	495
2022 Q2	$207K	Buy	+9,874	New	+$215K	﹤0.01%	523

Other funds holding AES

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Williams Jones Wealth Management's AES Position: Q2 2023 in Review

Williams Jones Wealth Management sold out of AES (AES) in Q2 2023, closing a stake of 9,464 shares — an estimated $228K sold.

Williams Jones Wealth Management first reported a position in AES in Q2 2022 and held it in 4 quarters. The position peaked at $273K in Q4 2022. 635 funds tracked by Wall St. Rank hold AES as of Q2 2023.

Williams Jones Wealth Management reported no remaining AES position as of Q2 2023 after selling out during the quarter.
Williams Jones Wealth Management sold 9,464 AES shares in Q2 2023, an estimated $228K.
Williams Jones Wealth Management first reported a position in AES in Q2 2022 and held it in 4 quarters.
Williams Jones Wealth Management's AES position peaked at $273K in Q4 2022.
635 funds tracked by Wall St. Rank held AES as of Q2 2023.

Based on Williams Jones Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.