FORA Capital’s AES AES Stock Holding History

FORA Capital’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 Q4	–	Sell	-16,526	Closed	-$373K	–	450
2022 Q3	$373K	Buy	+16,526	New	+$392K	0.07%	292
2022 Q2	–	Sell	-38,178	Closed	-$972K	–	410
2022 Q1	$972K	Buy	+38,178	New	+$863K	0.18%	161
2021 Q1	–	Sell	-28,864	Closed	-$678K	–	744
2020 Q4	$678K	Buy	+28,864	New	+$600K	0.1%	223

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 $3.38T AUM 44.17% 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

FORA Capital's AES Position: Q4 2022 in Review

FORA Capital sold out of AES (AES) in Q4 2022, closing a stake of 16,526 shares — an estimated $373K sold.

FORA Capital first reported a position in AES in Q4 2020 and held it in 3 quarters. The position peaked at $972K in Q1 2022. 692 funds tracked by Wall St. Rank hold AES as of Q4 2022.

FORA Capital reported no remaining AES position as of Q4 2022 after selling out during the quarter.
FORA Capital sold 16,526 AES shares in Q4 2022, an estimated $373K.
FORA Capital first reported a position in AES in Q4 2020 and held it in 3 quarters.
FORA Capital's AES position peaked at $972K in Q1 2022.
692 funds tracked by Wall St. Rank held AES as of Q4 2022.

Based on FORA Capital's 13F filing for Q4 2022, filed 8 Feb 2023.