AWA
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Arkadios Wealth Advisors’s AES AES Stock Holding History

Arkadios Wealth 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
2020
Q2 		– Sell
-118
Closed -$1.6K – 952
2020
Q1 		$1.6K Hold
118
– – ﹤0.01% 933
2019
Q4 		$2.46K Buy
+118
New +$2.11K ﹤0.01% 800

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arkadios Wealth Advisors's AES Position: Q2 2020 in Review

Arkadios Wealth Advisors sold out of AES (AES) in Q2 2020, closing a stake of 118 shares — an estimated $1.6K sold.

Arkadios Wealth Advisors first reported a position in AES in Q4 2019 and held it in 2 quarters. The position peaked at $2.46K in Q4 2019. 517 funds tracked by Wall St. Rank hold AES as of Q2 2020.

  • Arkadios Wealth Advisors reported no remaining AES position as of Q2 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 118 AES shares in Q2 2020, an estimated $1.6K.
  • Arkadios Wealth Advisors first reported a position in AES in Q4 2019 and held it in 2 quarters.
  • Arkadios Wealth Advisors's AES position peaked at $2.46K in Q4 2019.
  • 517 funds tracked by Wall St. Rank held AES as of Q2 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.