Insight Wealth Strategies’s AES AES Stock Holding History

Insight Wealth Strategies’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 Q1	–	Sell	-29,922	Closed	-$433K	–	135
2018 Q4	$433K	Buy	+29,922	New	+$449K	0.13%	95

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Insight Wealth Strategies's AES Position: Q1 2019 in Review

Insight Wealth Strategies sold out of AES (AES) in Q1 2019, closing a stake of 29,922 shares — an estimated $433K sold.

Insight Wealth Strategies first reported a position in AES in Q4 2018 and held it in 1 quarter. The position peaked at $433K in Q4 2018. 587 funds tracked by Wall St. Rank hold AES as of Q1 2019.

Insight Wealth Strategies reported no remaining AES position as of Q1 2019 after selling out during the quarter.
Insight Wealth Strategies sold 29,922 AES shares in Q1 2019, an estimated $433K.
Insight Wealth Strategies first reported a position in AES in Q4 2018 and held it in 1 quarter.
Insight Wealth Strategies's AES position peaked at $433K in Q4 2018.
587 funds tracked by Wall St. Rank held AES as of Q1 2019.

Based on Insight Wealth Strategies's 13F filing for Q1 2019, filed 24 Apr 2019.