Steward Financial Group’s AES AES Stock Holding History

Steward Financial Group’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	$2K	Buy	+152	New	+$2.9K	﹤0.01%	915
2023 Q2	–	Sell	-197	Closed	-$4K	–	413
2023 Q1	$4K	Buy	197 +104	+112%	+$2.64K	﹤0.01%	335
2022 Q4	$2K	Buy	+93	New	+$2.51K	﹤0.01%	292
2022 Q3	–	Sell	-125	Closed	-$2K	–	83
2022 Q2	$2K	Buy	+125	New	+$2.73K	﹤0.01%	501

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

Steward Financial Group's AES Position: Q3 2023 in Review

Steward Financial Group opened a new position in AES (AES) in Q3 2023: 152 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #915 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AES as recently as Q1 2023.

Steward Financial Group first reported a position in AES in Q2 2022 and has held it in 4 quarters since. The position peaked at $4K in Q1 2023. 617 funds tracked by Wall St. Rank hold AES as of Q3 2023.

Steward Financial Group held 152 shares of AES worth $2K as of Q3 2023.
AES was a new Steward Financial Group position in Q3 2023.
AES made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #915 holding.
Steward Financial Group first reported a position in AES in Q2 2022 and has held it in 4 quarters since.
Steward Financial Group's AES position peaked at $4K in Q1 2023.
617 funds tracked by Wall St. Rank held AES as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.