Berman Capital Advisors’s AES AES Stock Holding History

Berman Capital 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
2021 Q3	$59K	Buy	2,603 +10	+0.4%	+$243	0.01%	608
2021 Q2	$67K	Buy	2,593 +1,253	+94%	+$33.1K	0.01%	484
2021 Q1	$35K	Buy	1,340 +727	+119%	+$19.3K	0.01%	602
2020 Q4	$14K	Sell	613 -1	-0.2%	-$21	﹤0.01%	775
2020 Q3	$10K	Sell	614 -52	-8%	-$869	﹤0.01%	782
2020 Q2	$9K	Sell	666 -603	-48%	-$7.92K	﹤0.01%	785
2020 Q1	$17K	Buy	1,269 +80	+7%	+$1.43K	0.01%	530
2019 Q4	$23K	Buy	1,189 +449	+61%	+$8.03K	0.01%	488
2019 Q3	$12K	Sell	740 -383	-34%	-$6.17K	﹤0.01%	651
2019 Q2	$18K	Buy	1,123 +664	+145%	+$11.2K	0.01%	531
2019 Q1	$8K	Buy	459 +358	+354%	+$6.02K	﹤0.01%	715
2018 Q4	$1K	Buy	+101	New	+$1.52K	﹤0.01%	938

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

OAG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's AES Position: Q3 2021 in Review

Berman Capital Advisors increased its AES (AES) stake by 0.39% in Q3 2021, buying an estimated $243 and bringing the position to 2,603 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #608.

Berman Capital Advisors first reported a position in AES in Q4 2018 and has held it in 12 quarters since. The position peaked at $67K in Q2 2021. 597 funds tracked by Wall St. Rank hold AES as of Q3 2021.

Berman Capital Advisors held 2,603 shares of AES worth $59K as of Q3 2021.
Berman Capital Advisors bought 10 AES shares in Q3 2021, an estimated $243.
AES made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #608 holding.
Berman Capital Advisors first reported a position in AES in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's AES position peaked at $67K in Q2 2021.
597 funds tracked by Wall St. Rank held AES as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.