Mascoma Wealth Management’s AES AES Stock Holding History

Mascoma 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	-5	Closed	–	–	525
2021 Q3	$0	Buy	+5	New	+$121	﹤0.01%	441
2021 Q2	–	Sell	-5	Closed	–	–	111
2021 Q1	$0	Buy	+5	New	+$133	﹤0.01%	435

Other funds holding AES

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mascoma Wealth Management sold out of AES (AES) in Q4 2021, closing a stake of 5 shares.

Mascoma Wealth Management first reported a position in AES in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 620 funds tracked by Wall St. Rank hold AES as of Q4 2021.

Mascoma Wealth Management reported no remaining AES position as of Q4 2021 after selling out during the quarter.
Mascoma Wealth Management sold 5 AES shares in Q4 2021.
Mascoma Wealth Management first reported a position in AES in Q1 2021 and held it in 2 quarters.
Mascoma Wealth Management's AES position peaked at $0 in Q3 2021.
620 funds tracked by Wall St. Rank held AES as of Q4 2021.

Based on Mascoma Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.