Symmetry Partners’s AES AES Stock Holding History

Symmetry Partners’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	-11,364	Closed	-$236K	–	529
2023 Q2	$236K	Hold	11,364	–	–	0.01%	522
2023 Q1	$274K	Hold	11,364	–	–	0.02%	466
2022 Q4	$327K	Hold	11,364	–	–	0.02%	447
2022 Q3	$257K	Hold	11,364	–	–	0.02%	480
2022 Q2	$239K	Hold	11,364	–	–	0.02%	502
2022 Q1	$292K	Hold	11,364	–	–	0.02%	510
2021 Q4	$276K	Sell	11,364 -3,183	-22%	-$77.4K	0.02%	534
2021 Q3	$340K	Hold	14,547	–	–	0.02%	522
2021 Q2	$379K	Hold	14,547	–	–	0.03%	520
2021 Q1	$390K	Hold	14,547	–	–	0.03%	486
2020 Q4	$342K	Hold	14,547	–	–	0.03%	493
2020 Q3	$263K	Buy	+14,547	New	+$243K	0.02%	517
2019 Q3	–	Sell	-23,952	Closed	-$401K	–	335
2019 Q2	$401K	Hold	23,952	–	–	0.08%	197
2019 Q1	$433K	Buy	23,952 +11,306	+89%	+$190K	0.07%	173
2018 Q4	$183K	Buy	+12,646	New	+$190K	0.05%	255

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

Symmetry Partners's AES Position: Q3 2023 in Review

Symmetry Partners sold out of AES (AES) in Q3 2023, closing a stake of 11,364 shares — an estimated $236K sold.

Symmetry Partners first reported a position in AES in Q4 2018 and held it in 15 quarters. The position peaked at $433K in Q1 2019. 617 funds tracked by Wall St. Rank hold AES as of Q3 2023.

Symmetry Partners reported no remaining AES position as of Q3 2023 after selling out during the quarter.
Symmetry Partners sold 11,364 AES shares in Q3 2023, an estimated $236K.
Symmetry Partners first reported a position in AES in Q4 2018 and held it in 15 quarters.
Symmetry Partners's AES position peaked at $433K in Q1 2019.
617 funds tracked by Wall St. Rank held AES as of Q3 2023.

Based on Symmetry Partners's 13F filing for Q3 2023, filed 10 Oct 2023.