Ironwood Financial’s AES AES Stock Holding History

Ironwood Financial’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	-474	Closed	-$11K	–	135
2021 Q3	$11K	Hold	474	–	–	﹤0.01%	353
2021 Q2	$12K	Hold	474	–	–	﹤0.01%	342
2021 Q1	$13K	Hold	474	–	–	﹤0.01%	311
2020 Q4	$11K	Hold	474	–	–	﹤0.01%	301
2020 Q3	$9K	Hold	474	–	–	﹤0.01%	266
2020 Q2	$7K	Hold	474	–	–	﹤0.01%	270
2020 Q1	$6K	Hold	474	–	–	﹤0.01%	250
2019 Q4	$9K	Hold	474	–	–	﹤0.01%	262
2019 Q3	$8K	Hold	474	–	–	﹤0.01%	270
2019 Q2	$8K	Hold	474	–	–	﹤0.01%	274
2019 Q1	$9K	Hold	474	–	–	﹤0.01%	259
2018 Q4	$7K	Buy	+474	New	+$7.12K	﹤0.01%	267

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ironwood Financial's AES Position: Q4 2021 in Review

Ironwood Financial sold out of AES (AES) in Q4 2021, closing a stake of 474 shares — an estimated $11K sold.

Ironwood Financial first reported a position in AES in Q4 2018 and held it in 12 quarters. The position peaked at $13K in Q1 2021. 619 funds tracked by Wall St. Rank hold AES as of Q4 2021.

Ironwood Financial reported no remaining AES position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 474 AES shares in Q4 2021, an estimated $11K.
Ironwood Financial first reported a position in AES in Q4 2018 and held it in 12 quarters.
Ironwood Financial's AES position peaked at $13K in Q1 2021.
619 funds tracked by Wall St. Rank held AES as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.