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GYL Financial Synergies’s AES AES Stock Holding History

GYL Financial Synergies’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
Q2 		– Sell
-27,767
Closed -$498K – 366
2024
Q1 		$498K Buy
27,767
+1,218
+5% +$20.4K 0.04% 243
2023
Q4 		$511K Buy
26,549
+42
+0.2% +$683 0.04% 238
2023
Q3 		$403K Sell
26,507
-1,013
-4% -$19.3K 0.04% 252
2023
Q2 		$570K Sell
27,520
-62
-0.2% -$1.36K 0.05% 225
2023
Q1 		$664K Buy
27,582
+14,489
+111% +$368K 0.08% 164
2022
Q4 		$377K Buy
13,093
+1,641
+14% +$44.2K 0.08% 155
2022
Q3 		$259K Buy
11,452
+39
+0.3% +$925 0.07% 165
2022
Q2 		$240K Sell
11,413
-1,276
-10% -$27.8K 0.07% 165
2022
Q1 		$326K Buy
+12,689
New +$287K 0.08% 150

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

GYL Financial Synergies's AES Position: Q2 2024 in Review

GYL Financial Synergies sold out of AES (AES) in Q2 2024, closing a stake of 27,767 shares — an estimated $498K sold.

GYL Financial Synergies first reported a position in AES in Q1 2022 and held it in 9 quarters. The position peaked at $664K in Q1 2023. 694 funds tracked by Wall St. Rank hold AES as of Q2 2024.

  • GYL Financial Synergies reported no remaining AES position as of Q2 2024 after selling out during the quarter.
  • GYL Financial Synergies sold 27,767 AES shares in Q2 2024, an estimated $498K.
  • GYL Financial Synergies first reported a position in AES in Q1 2022 and held it in 9 quarters.
  • GYL Financial Synergies's AES position peaked at $664K in Q1 2023.
  • 694 funds tracked by Wall St. Rank held AES as of Q2 2024.

Based on GYL Financial Synergies's 13F filing for Q2 2024, filed 23 Jul 2024.