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IMS Capital Management’s AES AES Stock Holding History

IMS Capital 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
Q1 		– Sell
-13,285
Closed -$312K – 125
2020
Q4 		$312K Buy
+13,285
New +$276K 0.19% 95
2018
Q4 		– Sell
-3,703
Closed -$52K – 122
2018
Q3 		$52K Buy
+3,703
New +$49.9K 0.04% 197

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

IMS Capital Management's AES Position: Q1 2021 in Review

IMS Capital Management sold out of AES (AES) in Q1 2021, closing a stake of 13,285 shares — an estimated $312K sold.

IMS Capital Management first reported a position in AES in Q3 2018 and held it in 2 quarters. The position peaked at $312K in Q4 2020. 587 funds tracked by Wall St. Rank hold AES as of Q1 2021.

  • IMS Capital Management reported no remaining AES position as of Q1 2021 after selling out during the quarter.
  • IMS Capital Management sold 13,285 AES shares in Q1 2021, an estimated $312K.
  • IMS Capital Management first reported a position in AES in Q3 2018 and held it in 2 quarters.
  • IMS Capital Management's AES position peaked at $312K in Q4 2020.
  • 587 funds tracked by Wall St. Rank held AES as of Q1 2021.

Based on IMS Capital Management's 13F filing for Q1 2021, filed 22 Apr 2021.