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

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

Capital World Investors

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group

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

Geode Capital Management

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