Evolution Wealth Advisors’s AES AES Stock Holding History

Evolution Wealth 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
2020 Q1	–	Sell	-127	Closed	-$3K	–	313
2019 Q4	$3K	Buy	+127	New	+$2.27K	﹤0.01%	481

Other funds holding AES

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Evolution Wealth Advisors's AES Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of AES (AES) in Q1 2020, closing a stake of 127 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in AES in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 536 funds tracked by Wall St. Rank hold AES as of Q1 2020.

Evolution Wealth Advisors reported no remaining AES position as of Q1 2020 after selling out during the quarter.
Evolution Wealth Advisors sold 127 AES shares in Q1 2020, an estimated $3K.
Evolution Wealth Advisors first reported a position in AES in Q4 2019 and held it in 1 quarter.
Evolution Wealth Advisors's AES position peaked at $3K in Q4 2019.
536 funds tracked by Wall St. Rank held AES as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.