Stelac Advisory Services’s AES AES Stock Holding History

Stelac Advisory Services’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 Q3	–	Sell	-13,027	Closed	-$270K	–	104
2023 Q2	$270K	Sell	13,027 -846	-6%	-$18.6K	0.12%	118
2023 Q1	$334K	Sell	13,873 -3,118	-18%	-$79.2K	0.15%	107
2022 Q4	$489K	Sell	16,991 -1,518	-8%	-$40.9K	0.22%	77
2022 Q3	$418K	Hold	18,509	–	–	0.19%	93
2022 Q2	$389K	Buy	18,509 +13,287	+254%	+$290K	0.16%	107
2022 Q1	$134K	Sell	5,222 -10,081	-66%	-$228K	0.05%	147
2021 Q4	$372K	Buy	15,303 +962	+7%	+$23.4K	0.1%	114
2021 Q3	$327K	Buy	14,341 +4,395	+44%	+$107K	0.09%	157
2021 Q2	$259K	Buy	+9,946	New	+$263K	0.06%	195

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Stelac Advisory Services's AES Position: Q3 2023 in Review

Stelac Advisory Services sold out of AES (AES) in Q3 2023, closing a stake of 13,027 shares — an estimated $270K sold.

Stelac Advisory Services first reported a position in AES in Q2 2021 and held it in 9 quarters. The position peaked at $489K in Q4 2022. 617 funds tracked by Wall St. Rank hold AES as of Q3 2023.

Stelac Advisory Services reported no remaining AES position as of Q3 2023 after selling out during the quarter.
Stelac Advisory Services sold 13,027 AES shares in Q3 2023, an estimated $270K.
Stelac Advisory Services first reported a position in AES in Q2 2021 and held it in 9 quarters.
Stelac Advisory Services's AES position peaked at $489K in Q4 2022.
617 funds tracked by Wall St. Rank held AES as of Q3 2023.

Based on Stelac Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.