Garrett Wealth Advisory Group’s AES AES Stock Holding History

Garrett Wealth Advisory Group’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
2019 Q4	–	Sell	-733	Closed	-$12K	–	69
2019 Q3	$12K	Buy	+733	New	+$11.8K	0.01%	257

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Garrett Wealth Advisory Group's AES Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of AES (AES) in Q4 2019, closing a stake of 733 shares — an estimated $12K sold.

Garrett Wealth Advisory Group first reported a position in AES in Q3 2019 and held it in 1 quarter. The position peaked at $12K in Q3 2019. 556 funds tracked by Wall St. Rank hold AES as of Q4 2019.

Garrett Wealth Advisory Group reported no remaining AES position as of Q4 2019 after selling out during the quarter.
Garrett Wealth Advisory Group sold 733 AES shares in Q4 2019, an estimated $12K.
Garrett Wealth Advisory Group first reported a position in AES in Q3 2019 and held it in 1 quarter.
Garrett Wealth Advisory Group's AES position peaked at $12K in Q3 2019.
556 funds tracked by Wall St. Rank held AES as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.