Founders Financial Alliance’s AES AES Stock Holding History

Founders Financial Alliance’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 Q4	–	Sell	-206	Closed	-$4K	–	433
2020 Q3	$4K	Buy	+206	New	+$3.44K	﹤0.01%	1019

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Founders Financial Alliance's AES Position: Q4 2020 in Review

Founders Financial Alliance sold out of AES (AES) in Q4 2020, closing a stake of 206 shares — an estimated $4K sold.

Founders Financial Alliance first reported a position in AES in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 560 funds tracked by Wall St. Rank hold AES as of Q4 2020.

Founders Financial Alliance reported no remaining AES position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 206 AES shares in Q4 2020, an estimated $4K.
Founders Financial Alliance first reported a position in AES in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's AES position peaked at $4K in Q3 2020.
560 funds tracked by Wall St. Rank held AES as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.