GKWIM
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Gerber Kawasaki Wealth & Investment Management’s AES AES Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-143
Closed -$3K – 292
2021
Q3 		$3K Buy
+143
New +$3.47K ﹤0.01% 815

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's AES Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of AES (AES) in Q4 2021, closing a stake of 143 shares — an estimated $3K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in AES in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 620 funds tracked by Wall St. Rank hold AES as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining AES position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 143 AES shares in Q4 2021, an estimated $3K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in AES in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's AES position peaked at $3K in Q3 2021.
  • 620 funds tracked by Wall St. Rank held AES as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.