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Wipfli Financial Advisors’s AES AES Stock Holding History

Wipfli Financial 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
2022
Q3 		$128K Buy
+5,644
New +$134K 0.01% 617

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's AES Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in AES (AES) in Q3 2022: 5,644 shares worth $128K. The stake represents 0.01% of the portfolio and ranks #617 among its holdings.

632 funds tracked by Wall St. Rank hold AES as of Q3 2022.

  • Wipfli Financial Advisors held 5,644 shares of AES worth $128K as of Q3 2022.
  • AES was a new Wipfli Financial Advisors position in Q3 2022.
  • AES made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #617 holding.
  • 632 funds tracked by Wall St. Rank held AES as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.