Syntax Advisors’s AES AES Stock Holding History

Syntax Advisors’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	$325K	Buy	21,380 +3,132	+17%	+$59.7K	0.29%	62
2023 Q2	$378K	Buy	18,248 +1,840	+11%	+$40.5K	0.3%	49
2023 Q1	$395K	Buy	16,408 +2,923	+22%	+$74.3K	0.3%	46
2022 Q4	$388K	Sell	13,485 -1,435	-10%	-$38.7K	0.32%	45
2022 Q3	$337K	Sell	14,920 -3,591	-19%	-$85.1K	0.29%	51
2022 Q2	$389K	Buy	18,511 +2,033	+12%	+$44.4K	0.33%	37
2022 Q1	$424K	Sell	16,478 -6,145	-27%	-$139K	0.36%	39
2021 Q4	$550K	Buy	+22,623	New	+$550K	0.41%	39

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

OAG

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

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

Syntax Advisors's AES Position: Q3 2023 in Review

Syntax Advisors increased its AES (AES) stake by 17% in Q3 2023, buying an estimated $59.7K and bringing the position to 21,380 shares worth $325K. The position accounts for 0.29% of the portfolio, ranked #62.

Syntax Advisors first reported a position in AES in Q4 2021 and has held it in 8 quarters since. The position peaked at $550K in Q4 2021. 617 funds tracked by Wall St. Rank hold AES as of Q3 2023.

Syntax Advisors held 21,380 shares of AES worth $325K as of Q3 2023.
Syntax Advisors bought 3,132 AES shares in Q3 2023, an estimated $59.7K.
AES made up 0.29% of Syntax Advisors's portfolio in Q3 2023, its #62 holding.
Syntax Advisors first reported a position in AES in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's AES position peaked at $550K in Q4 2021.
617 funds tracked by Wall St. Rank held AES as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.