GW
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GW & Wade’s AES AES Stock Holding History

GW & Wade’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
Q1 		– Sell
-15,837
Closed -$372K – 355
2020
Q4 		$372K Sell
15,837
-2,490
-14% -$51.7K 0.02% 223
2020
Q3 		$332K Buy
18,327
+135
+0.7% +$2.25K 0.03% 187
2020
Q2 		$264K Buy
18,192
+200
+1% +$2.63K 0.02% 207
2020
Q1 		$245K Buy
17,992
+5,303
+42% +$95.1K 0.02% 189
2019
Q4 		$253K Buy
+12,689
New +$227K 0.02% 210

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GW & Wade's AES Position: Q1 2021 in Review

GW & Wade sold out of AES (AES) in Q1 2021, closing a stake of 15,837 shares — an estimated $372K sold.

GW & Wade first reported a position in AES in Q4 2019 and held it in 5 quarters. The position peaked at $372K in Q4 2020. 587 funds tracked by Wall St. Rank hold AES as of Q1 2021.

  • GW & Wade reported no remaining AES position as of Q1 2021 after selling out during the quarter.
  • GW & Wade sold 15,837 AES shares in Q1 2021, an estimated $372K.
  • GW & Wade first reported a position in AES in Q4 2019 and held it in 5 quarters.
  • GW & Wade's AES position peaked at $372K in Q4 2020.
  • 587 funds tracked by Wall St. Rank held AES as of Q1 2021.

Based on GW & Wade's 13F filing for Q1 2021, filed 5 May 2021.