Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-9,905
Closed -$151K 169
2023
Q3
$151K Sell
9,905
-221
-2% -$4.21K 0.13% 63
2023
Q2
$210K Hold
10,126
0.15% 58
2023
Q1
$244K Sell
10,126
-109
-1% -$2.77K 0.16% 59
2022
Q4
$294K Buy
10,235
+193
+2% +$5.2K 0.31% 41
2022
Q3
$227K Buy
10,042
+466
+5% +$11K 0.19% 54
2022
Q2
$201K Buy
9,576
+191
+2% +$4.17K 0.18% 57
2022
Q1
$241K Buy
9,385
+225
+2% +$5.09K 0.14% 70
2021
Q4
$223K Sell
9,160
-7,345
-45% -$179K 0.13% 72
2021
Q3
$377K Sell
16,505
-930
-5% -$22.6K 0.27% 60
2021
Q2
$455K Buy
17,435
+13,947
+400% +$368K 0.36% 47
2021
Q1
$94K Sell
3,488
-106
-3% -$2.82K 0.12% 43
2020
Q4
$84K Hold
3,594
0.09% 49
2020
Q3
$65K Sell
3,594
-452
-11% -$7.55K 0.07% 57
2020
Q2
$59K Hold
4,046
0.07% 60
2020
Q1
$55K Sell
4,046
-500
-11% -$8.96K 0.07% 56
2019
Q4
$90K Buy
4,546
+101
+2% +$1.81K 0.09% 53
2019
Q3
$73K Buy
4,445
+389
+10% +$6.27K 0.08% 62
2019
Q2
$68K Buy
4,056
+229
+6% +$3.88K 0.07% 78
2019
Q1
$69K Buy
+3,827
New +$64.4K 0.07% 71

Other funds holding AES

Kessler Investment Group's AES Position: Q4 2023 in Review

Kessler Investment Group sold out of AES (AES) in Q4 2023, closing a stake of 9,905 shares — an estimated $151K sold.

Kessler Investment Group first reported a position in AES in Q1 2019 and held it in 19 quarters. The position peaked at $455K in Q2 2021. 631 funds tracked by Wall St. Rank hold AES as of Q4 2023.

  • Kessler Investment Group reported no remaining AES position as of Q4 2023 after selling out during the quarter.
  • Kessler Investment Group sold 9,905 AES shares in Q4 2023, an estimated $151K.
  • Kessler Investment Group first reported a position in AES in Q1 2019 and held it in 19 quarters.
  • Kessler Investment Group's AES position peaked at $455K in Q2 2021.
  • 631 funds tracked by Wall St. Rank held AES as of Q4 2023.

Based on Kessler Investment Group's 13F filing for Q4 2023, filed 7 Feb 2024.