Ranch Capital Advisors’s AES AES Stock Holding History

Ranch 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
2023 Q2	–	Sell	-8,539	Closed	-$206K	–	145
2023 Q1	$206K	Buy	8,539 +41	+0.5%	+$1.04K	0.15%	139
2022 Q4	$244K	Sell	8,498 -498	-6%	-$13.4K	0.19%	129
2022 Q3	$203K	Buy	+8,996	New	+$213K	0.17%	139
2022 Q2	–	Sell	-9,692	Closed	-$249K	–	146
2022 Q1	$249K	Sell	9,692 -787	-8%	-$17.8K	0.16%	137
2021 Q4	$255K	Sell	10,479 -14,564	-58%	-$354K	0.17%	137
2021 Q3	$572K	Buy	25,043 +1,292	+5%	+$31.4K	0.36%	85
2021 Q2	$619K	Buy	23,751 +391	+2%	+$10.3K	0.37%	82
2021 Q1	$626K	Buy	+23,360	New	+$621K	0.41%	73

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OAG

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

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

Ranch Capital Advisors's AES Position: Q2 2023 in Review

Ranch Capital Advisors sold out of AES (AES) in Q2 2023, closing a stake of 8,539 shares — an estimated $206K sold.

Ranch Capital Advisors first reported a position in AES in Q1 2021 and held it in 8 quarters. The position peaked at $626K in Q1 2021. 636 funds tracked by Wall St. Rank hold AES as of Q2 2023.

Ranch Capital Advisors reported no remaining AES position as of Q2 2023 after selling out during the quarter.
Ranch Capital Advisors sold 8,539 AES shares in Q2 2023, an estimated $206K.
Ranch Capital Advisors first reported a position in AES in Q1 2021 and held it in 8 quarters.
Ranch Capital Advisors's AES position peaked at $626K in Q1 2021.
636 funds tracked by Wall St. Rank held AES as of Q2 2023.

Based on Ranch Capital Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.