LWM
AES icon

Liberty Wealth Management’s AES AES Stock Holding History

Liberty Wealth 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
Q4 		– Sell
-58
Closed -$2K – 184
2021
Q3 		$2K Buy
58
+29
+100% +$705 ﹤0.01% 1035
2021
Q2 		$1K Buy
+29
New +$766 ﹤0.01% 965
2020
Q2 		– Sell
-1,862
Closed -$25K – 846
2020
Q1 		$25K Sell
1,862
-214
-10% -$3.84K 0.02% 315
2019
Q4 		$41K Buy
2,076
+85
+4% +$1.52K 0.03% 281
2019
Q3 		$33K Sell
1,991
-31
-2% -$499 0.03% 307
2019
Q2 		$34K Buy
2,022
+7
+0.3% +$119 0.03% 311
2019
Q1 		$36K Buy
+2,015
New +$33.9K 0.03% 253

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Liberty Wealth Management's AES Position: Q4 2021 in Review

Liberty Wealth Management sold out of AES (AES) in Q4 2021, closing a stake of 58 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in AES in Q1 2019 and held it in 7 quarters. The position peaked at $41K in Q4 2019. 619 funds tracked by Wall St. Rank hold AES as of Q4 2021.

  • Liberty Wealth Management reported no remaining AES position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 58 AES shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in AES in Q1 2019 and held it in 7 quarters.
  • Liberty Wealth Management's AES position peaked at $41K in Q4 2019.
  • 619 funds tracked by Wall St. Rank held AES as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.