EI
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Ellevest Inc’s AES AES Stock Holding History

Ellevest Inc’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
Q3 		– Sell
-85
Closed -$1K – 1120
2020
Q2 		$1K Sell
85
-621
-88% -$8.16K ﹤0.01% 943
2020
Q1 		$10K Hold
706
– – ﹤0.01% 543
2019
Q4 		$14K Hold
706
– – ﹤0.01% 478
2019
Q3 		$12K Hold
706
– – ﹤0.01% 212
2019
Q2 		$12K Buy
706
+411
+139% +$6.96K ﹤0.01% 229
2019
Q1 		$5K Buy
+295
New +$4.96K ﹤0.01% 232

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Ellevest Inc's AES Position: Q3 2020 in Review

Ellevest Inc sold out of AES (AES) in Q3 2020, closing a stake of 85 shares — an estimated $1K sold.

Ellevest Inc first reported a position in AES in Q1 2019 and held it in 6 quarters. The position peaked at $14K in Q4 2019. 527 funds tracked by Wall St. Rank hold AES as of Q3 2020.

  • Ellevest Inc reported no remaining AES position as of Q3 2020 after selling out during the quarter.
  • Ellevest Inc sold 85 AES shares in Q3 2020, an estimated $1K.
  • Ellevest Inc first reported a position in AES in Q1 2019 and held it in 6 quarters.
  • Ellevest Inc's AES position peaked at $14K in Q4 2019.
  • 527 funds tracked by Wall St. Rank held AES as of Q3 2020.

Based on Ellevest Inc's 13F filing for Q3 2020, filed 26 Oct 2020.