IronBridge Private Wealth’s AES AES Stock Holding History

IronBridge Private Wealth’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 Q2	–	Sell	-150,515	Closed	-$4.04M	–	273
2021 Q1	$4.04M	Buy	+150,515	New	+$4M	2.56%	17

Other funds holding AES

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

IronBridge Private Wealth's AES Position: Q2 2021 in Review

IronBridge Private Wealth sold out of AES (AES) in Q2 2021, closing a stake of 150,515 shares — an estimated $4.04M sold.

IronBridge Private Wealth first reported a position in AES in Q1 2021 and held it in 1 quarter. The position peaked at $4.04M in Q1 2021. 609 funds tracked by Wall St. Rank hold AES as of Q2 2021.

IronBridge Private Wealth reported no remaining AES position as of Q2 2021 after selling out during the quarter.
IronBridge Private Wealth sold 150,515 AES shares in Q2 2021, an estimated $4.04M.
IronBridge Private Wealth first reported a position in AES in Q1 2021 and held it in 1 quarter.
IronBridge Private Wealth's AES position peaked at $4.04M in Q1 2021.
609 funds tracked by Wall St. Rank held AES as of Q2 2021.

Based on IronBridge Private Wealth's 13F filing for Q2 2021, filed 1 Sep 2021.