Financial Architects (New Jersey)’s AES AES Stock Holding History

Financial Architects (New Jersey)’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	-500	Closed	-$7K	–	283
2020 Q2	$7K	Hold	500	–	–	﹤0.01%	681
2020 Q1	$7K	Hold	500	–	–	﹤0.01%	659
2019 Q4	$10K	Hold	500	–	–	﹤0.01%	669
2019 Q3	$8K	Hold	500	–	–	﹤0.01%	749
2019 Q2	$8K	Sell	500 -993	-67%	-$16.8K	﹤0.01%	917
2019 Q1	$27K	Buy	+1,493	New	+$25.1K	﹤0.01%	792
2018 Q3	–	Sell	-143	Closed	-$2K	–	1405
2018 Q2	$2K	Buy	+143	New	+$1.76K	﹤0.01%	1197
2017 Q3	–	Sell	-251	Closed	-$3K	–	1473
2017 Q2	$3K	Sell	251 -315	-56%	-$3.62K	﹤0.01%	1366
2017 Q1	$6K	Buy	+566	New	+$6.46K	﹤0.01%	1240
2016 Q4	–	Sell	-210	Closed	-$3K	–	1383
2016 Q3	$3K	Sell	210 -1,590	-88%	-$19.8K	﹤0.01%	1232
2016 Q2	$22K	Buy	1,800 +685	+61%	+$7.72K	0.01%	751
2016 Q1	$13K	Buy	+1,115	New	+$11.1K	﹤0.01%	681
2015 Q3	–	Sell	-649	Closed	-$9K	–	219
2015 Q2	$9K	Buy	+649	New	+$8.71K	﹤0.01%	814
2015 Q1	–	Sell	-176	Closed	-$2K	–	925
2014 Q4	$2K	Buy	+176	New	+$2.4K	﹤0.01%	927

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Financial Architects (New Jersey)'s AES Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of AES (AES) in Q3 2020, closing a stake of 500 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in AES in Q4 2014 and held it in 14 quarters. The position peaked at $27K in Q1 2019. 527 funds tracked by Wall St. Rank hold AES as of Q3 2020.

Financial Architects (New Jersey) reported no remaining AES position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 500 AES shares in Q3 2020, an estimated $7K.
Financial Architects (New Jersey) first reported a position in AES in Q4 2014 and held it in 14 quarters.
Financial Architects (New Jersey)'s AES position peaked at $27K in Q1 2019.
527 funds tracked by Wall St. Rank held AES as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.