BSSFA
AES icon

Baron Silver Stevens Financial Advisors’s AES AES Stock Holding History

Baron Silver Stevens Financial 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
2021
Q1 		– Sell
-31
Closed – – 61
2020
Q4 		$0 Buy
+31
New +$644 ﹤0.01% 488

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's AES Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of AES (AES) in Q1 2021, closing a stake of 31 shares.

Baron Silver Stevens Financial Advisors first reported a position in AES in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 587 funds tracked by Wall St. Rank hold AES as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining AES position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 31 AES shares in Q1 2021.
  • Baron Silver Stevens Financial Advisors first reported a position in AES in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's AES position peaked at $0 in Q4 2020.
  • 587 funds tracked by Wall St. Rank held AES as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.