Wright Investors Service’s AES AES Stock Holding History

Wright Investors Service’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 Q1	–	Sell	-17,749	Closed	-$510K	–	149
2022 Q4	$510K	Hold	17,749	–	–	0.15%	120
2022 Q3	$401K	Buy	17,749 +5	+0%	+$119	0.13%	124
2022 Q2	$373K	Buy	+17,744	New	+$387K	0.11%	136
2021 Q3	–	Sell	-32,377	Closed	-$844K	–	145
2021 Q2	$844K	Sell	32,377 -113	-0.3%	-$2.98K	0.23%	104
2021 Q1	$871K	Sell	32,490 -133	-0.4%	-$3.54K	0.26%	102
2020 Q4	$767K	Sell	32,623 -25,773	-44%	-$536K	0.26%	100
2020 Q3	$1.06M	Hold	58,396	–	–	0.38%	74
2020 Q2	$846K	Sell	58,396 -416	-0.7%	-$5.47K	0.32%	83
2020 Q1	$800K	Sell	58,812 -571	-1%	-$10.2K	0.34%	77
2019 Q4	$1.18M	Sell	59,383 -577	-1%	-$10.3K	0.4%	74
2019 Q3	$980K	Sell	59,960 -368	-0.6%	-$5.93K	0.35%	75
2019 Q2	$1.01M	Buy	60,328 +17,846	+42%	+$302K	0.39%	74
2019 Q1	$768K	Buy	+42,482	New	+$714K	0.31%	82

Other funds holding AES

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

OAG

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

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

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

Wright Investors Service's AES Position: Q1 2023 in Review

Wright Investors Service sold out of AES (AES) in Q1 2023, closing a stake of 17,749 shares — an estimated $510K sold.

Wright Investors Service first reported a position in AES in Q1 2019 and held it in 13 quarters. The position peaked at $1.18M in Q4 2019. 674 funds tracked by Wall St. Rank hold AES as of Q1 2023.

Wright Investors Service reported no remaining AES position as of Q1 2023 after selling out during the quarter.
Wright Investors Service sold 17,749 AES shares in Q1 2023, an estimated $510K.
Wright Investors Service first reported a position in AES in Q1 2019 and held it in 13 quarters.
Wright Investors Service's AES position peaked at $1.18M in Q4 2019.
674 funds tracked by Wall St. Rank held AES as of Q1 2023.

Based on Wright Investors Service's 13F filing for Q1 2023, filed 26 Apr 2023.