C.M. Bidwell & Associates’s AES AES Stock Holding History

C.M. Bidwell & Associates’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 Q4	–	Sell	-5,587	Closed	-$128K	–	543
2021 Q3	$128K	Sell	5,587 -108	-2%	-$2.62K	0.09%	223
2021 Q2	$148K	Sell	5,695 -3,327	-37%	-$87.8K	0.1%	196
2021 Q1	$242K	Buy	9,022 +207	+2%	+$5.51K	0.18%	98
2020 Q4	$207K	Buy	+8,815	New	+$183K	0.17%	100
2019 Q3	–	Sell	-3,920	Closed	-$66K	–	414
2019 Q2	$66K	Sell	3,920 -28,190	-88%	-$478K	0.07%	216
2019 Q1	$581K	Buy	32,110 +12,235	+62%	+$206K	0.58%	43
2018 Q4	$287K	Sell	19,875 -7,120	-26%	-$107K	0.31%	87
2018 Q3	$378K	Buy	+26,995	New	+$364K	0.36%	78
2015 Q3	–	Sell	-33,895	Closed	-$449K	–	223
2015 Q2	$449K	Sell	33,895 -113,810	-77%	-$1.53M	0.1%	112
2015 Q1	$1.9M	Hold	147,705	–	–	0.42%	83
2014 Q4	$2.03M	Buy	147,705 +120,090	+435%	+$1.64M	0.46%	76
2014 Q3	$392K	Buy	+27,615	New	+$411K	0.09%	103

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

C.M. Bidwell & Associates's AES Position: Q4 2021 in Review

C.M. Bidwell & Associates sold out of AES (AES) in Q4 2021, closing a stake of 5,587 shares — an estimated $128K sold.

C.M. Bidwell & Associates first reported a position in AES in Q3 2014 and held it in 12 quarters. The position peaked at $2.03M in Q4 2014. 620 funds tracked by Wall St. Rank hold AES as of Q4 2021.

C.M. Bidwell & Associates reported no remaining AES position as of Q4 2021 after selling out during the quarter.
C.M. Bidwell & Associates sold 5,587 AES shares in Q4 2021, an estimated $128K.
C.M. Bidwell & Associates first reported a position in AES in Q3 2014 and held it in 12 quarters.
C.M. Bidwell & Associates's AES position peaked at $2.03M in Q4 2014.
620 funds tracked by Wall St. Rank held AES as of Q4 2021.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2021, filed 11 Feb 2022.