FinTrust Capital Advisors’s AES AES Stock Holding History

FinTrust 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
2024 Q3	$14K	Hold	700	–	–	﹤0.01%	876
2024 Q2	$12.3K	Hold	700	–	–	﹤0.01%	865
2024 Q1	$12.6K	Hold	700	–	–	﹤0.01%	818
2023 Q4	$13.5K	Hold	700	–	–	﹤0.01%	778
2023 Q3	$10.6K	Hold	700	–	–	﹤0.01%	775
2023 Q2	$20.1K	Hold	700	–	–	﹤0.01%	652
2023 Q1	$20.1K	Hold	700	–	–	﹤0.01%	649
2022 Q4	$20.1K	Hold	700	–	–	﹤0.01%	647
2022 Q3	$17K	Buy	+700	New	+$16.6K	﹤0.01%	749
2020 Q4	–	Sell	-475	Closed	-$9	–	1069
2020 Q3	$9	Sell	475 -9,704	-95%	-$162K	﹤0.01%	830
2020 Q2	$147K	Buy	+10,179	New	+$134K	0.06%	262
2020 Q1	–	Sell	-131	Closed	-$3K	–	1100
2019 Q4	$3K	Buy	+131	New	+$2.34K	﹤0.01%	922
2019 Q2	–	Sell	-46	Closed	-$1K	–	1036
2019 Q1	$1K	Hold	46	–	–	﹤0.01%	1162
2018 Q4	$1K	Buy	+46	New	+$691	﹤0.01%	1174

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OAG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

FinTrust Capital Advisors's AES Position: Q3 2024 in Review

FinTrust Capital Advisors held its AES (AES) position steady in Q3 2024 at 700 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

FinTrust Capital Advisors first reported a position in AES in Q4 2018 and has held it in 14 quarters since. The position peaked at $147K in Q2 2020. 703 funds tracked by Wall St. Rank hold AES as of Q3 2024.

FinTrust Capital Advisors held 700 shares of AES worth $14K as of Q3 2024.
FinTrust Capital Advisors left its AES share count unchanged in Q3 2024.
AES made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #876 holding.
FinTrust Capital Advisors first reported a position in AES in Q4 2018 and has held it in 14 quarters since.
FinTrust Capital Advisors's AES position peaked at $147K in Q2 2020.
703 funds tracked by Wall St. Rank held AES as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.