CSat Investment Advisory’s AES AES Stock Holding History

CSat Investment Advisory’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	$41K	Sell	1,523 -448	-23%	-$11.9K	0.03%	237
2020 Q4	$46K	Sell	1,971 -3,179	-62%	-$66.1K	0.04%	163
2020 Q3	$94K	Sell	5,150 -1,255	-20%	-$21K	0.01%	488
2020 Q2	$93K	Buy	6,405 +4,382	+217%	+$57.6K	0.01%	496
2020 Q1	$27K	Sell	2,023 -38	-2%	-$681	0.01%	671
2019 Q4	$41K	Sell	2,061 -365	-15%	-$6.53K	0.01%	648
2019 Q3	$40K	Buy	2,426 +381	+19%	+$6.14K	0.01%	614
2019 Q2	$34K	Buy	2,045 +652	+47%	+$11K	0.01%	633
2019 Q1	$25K	Sell	1,393 -78	-5%	-$1.31K	0.01%	260
2018 Q4	$21K	Sell	1,471 -351	-19%	-$5.27K	0.01%	259
2018 Q3	$26K	Buy	1,822 +221	+14%	+$2.98K	0.01%	183
2018 Q2	$21K	Buy	+1,601	New	+$19.7K	0.01%	196

Other funds holding AES

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CSat Investment Advisory's AES Position: Q1 2021 in Review

CSat Investment Advisory reduced its AES (AES) stake by 23% in Q1 2021, selling an estimated $11.9K and leaving 1,523 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #237.

CSat Investment Advisory first reported a position in AES in Q2 2018 and has held it in 12 quarters since. The position peaked at $94K in Q3 2020. 588 funds tracked by Wall St. Rank hold AES as of Q1 2021.

CSat Investment Advisory held 1,523 shares of AES worth $41K as of Q1 2021.
CSat Investment Advisory sold 448 AES shares in Q1 2021, an estimated $11.9K.
AES made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #237 holding.
CSat Investment Advisory first reported a position in AES in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's AES position peaked at $94K in Q3 2020.
588 funds tracked by Wall St. Rank held AES as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.