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Symmetry Investments’s AES AES Stock Holding History

Symmetry Investments’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
2024
Q4 		– Sell
-284,444
Closed -$5.71M – 160
2024
Q3 		$5.71M Buy
284,444
+72,944
+34% +$1.29M 0.8% 35
2024
Q2 		$3.72M Buy
211,500
+1,922
+0.9% +$36.5K 0.42% 50
2024
Q1 		$3.76M Sell
209,578
-71,908
-26% -$1.2M 0.22% 62
2023
Q4 		$5.42M Buy
+281,486
New +$4.58M 0.39% 48

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Symmetry Investments's AES Position: Q4 2024 in Review

Symmetry Investments sold out of AES (AES) in Q4 2024, closing a stake of 284,444 shares — an estimated $5.71M sold.

Symmetry Investments first reported a position in AES in Q4 2023 and held it in 4 quarters. The position peaked at $5.71M in Q3 2024. 711 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Symmetry Investments reported no remaining AES position as of Q4 2024 after selling out during the quarter.
  • Symmetry Investments sold 284,444 AES shares in Q4 2024, an estimated $5.71M.
  • Symmetry Investments first reported a position in AES in Q4 2023 and held it in 4 quarters.
  • Symmetry Investments's AES position peaked at $5.71M in Q3 2024.
  • 711 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Symmetry Investments's 13F filing for Q4 2024, filed 14 Feb 2025.