Advisor Partners’s AES AES Stock Holding History

Advisor Partners’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 Q2	$354K	Buy	16,869 +2,055	+14%	+$44.8K	0.02%	586
2022 Q1	$381K	Sell	14,814 -561	-4%	-$12.7K	0.02%	603
2021 Q4	$374K	Buy	15,375 +399	+3%	+$9.7K	0.02%	600
2021 Q3	$342K	Sell	14,976 -1,588	-10%	-$38.6K	0.02%	601
2021 Q2	$432K	Sell	16,564 -270	-2%	-$7.13K	0.03%	547
2021 Q1	$451K	Sell	16,834 -1,242	-7%	-$33K	0.03%	504
2020 Q4	$425K	Buy	18,076 +591	+3%	+$12.3K	0.03%	497
2020 Q3	$317K	Buy	17,485 +2,905	+20%	+$48.5K	0.03%	511
2020 Q2	$211K	Sell	14,580 -629	-4%	-$8.26K	0.02%	614
2020 Q1	$206K	Buy	15,209 +4,282	+39%	+$76.8K	0.02%	542
2019 Q4	$224K	Buy	+10,927	New	+$196K	0.02%	571

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OAG

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisor Partners's AES Position: Q2 2022 in Review

Advisor Partners increased its AES (AES) stake by 14% in Q2 2022, buying an estimated $44.8K and bringing the position to 16,869 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #586.

Advisor Partners first reported a position in AES in Q4 2019 and has held it in 11 quarters since. The position peaked at $451K in Q1 2021. 598 funds tracked by Wall St. Rank hold AES as of Q2 2022.

Advisor Partners held 16,869 shares of AES worth $354K as of Q2 2022.
Advisor Partners bought 2,055 AES shares in Q2 2022, an estimated $44.8K.
AES made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #586 holding.
Advisor Partners first reported a position in AES in Q4 2019 and has held it in 11 quarters since.
Advisor Partners's AES position peaked at $451K in Q1 2021.
598 funds tracked by Wall St. Rank held AES as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.