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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return