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Allred Capital Management’s AES AES Stock Holding History

Allred Capital Management’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
2021
Q2 		– Sell
-565
Closed -$15.1K – 197
2021
Q1 		$15.1K Buy
+565
New +$15K 0.01% 569
2020
Q1 		– Sell
-915
Closed -$18.2K – 150
2019
Q4 		$18.2K Buy
+915
New +$16.4K 0.01% 507

Other funds holding AES

Vanguard Group
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allred Capital Management's AES Position: Q2 2021 in Review

Allred Capital Management sold out of AES (AES) in Q2 2021, closing a stake of 565 shares — an estimated $15.1K sold.

Allred Capital Management first reported a position in AES in Q4 2019 and held it in 2 quarters. The position peaked at $18.2K in Q4 2019. 609 funds tracked by Wall St. Rank hold AES as of Q2 2021.

  • Allred Capital Management reported no remaining AES position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 565 AES shares in Q2 2021, an estimated $15.1K.
  • Allred Capital Management first reported a position in AES in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's AES position peaked at $18.2K in Q4 2019.
  • 609 funds tracked by Wall St. Rank held AES as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.