Kowal Investment Group’s AES AES Stock Holding History

Kowal Investment Group’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	-650	Closed	-$15K	–	129
2021 Q3	$15K	Buy	+650	New	+$15.8K	﹤0.01%	429

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

Kowal Investment Group's AES Position: Q4 2021 in Review

Kowal Investment Group sold out of AES (AES) in Q4 2021, closing a stake of 650 shares — an estimated $15K sold.

Kowal Investment Group first reported a position in AES in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 619 funds tracked by Wall St. Rank hold AES as of Q4 2021.

Kowal Investment Group reported no remaining AES position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 650 AES shares in Q4 2021, an estimated $15K.
Kowal Investment Group first reported a position in AES in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's AES position peaked at $15K in Q3 2021.
619 funds tracked by Wall St. Rank held AES as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.