Surevest’s AES AES Stock Holding History

Surevest’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
2022 Q3	$2K	Hold	104	–	–	﹤0.01%	378
2022 Q2	$2K	Hold	104	–	–	﹤0.01%	401
2022 Q1	$3K	Hold	104	–	–	﹤0.01%	348
2021 Q4	$3K	Buy	+104	New	+$2.53K	﹤0.01%	355

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

OAG

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

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

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

Surevest's AES Position: Q3 2022 in Review

Surevest held its AES (AES) position steady in Q3 2022 at 104 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Surevest first reported a position in AES in Q4 2021 and has held it in 4 quarters since. The position peaked at $3K in Q1 2022. 632 funds tracked by Wall St. Rank hold AES as of Q3 2022.

Surevest held 104 shares of AES worth $2K as of Q3 2022.
Surevest left its AES share count unchanged in Q3 2022.
AES made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #378 holding.
Surevest first reported a position in AES in Q4 2021 and has held it in 4 quarters since.
Surevest's AES position peaked at $3K in Q1 2022.
632 funds tracked by Wall St. Rank held AES as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.