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Meridian Wealth Partners’s AES AES Stock Holding History

Meridian Wealth Partners’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
-2,245
Closed -$60K – 105
2021
Q1 		$60K Sell
2,245
-1,056
-32% -$28.1K 0.02% 141
2020
Q4 		$78K Buy
3,301
+7
+0.2% +$145 0.03% 109
2020
Q3 		$60K Buy
3,294
+9
+0.3% +$150 0.03% 120
2020
Q2 		$48K Buy
3,285
+12
+0.4% +$158 0.03% 129
2020
Q1 		$45K Buy
3,273
+7
+0.2% +$125 0.03% 128
2019
Q4 		$65K Buy
+3,266
New +$58.4K 0.04% 117

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Meridian Wealth Partners's AES Position: Q2 2021 in Review

Meridian Wealth Partners sold out of AES (AES) in Q2 2021, closing a stake of 2,245 shares — an estimated $60K sold.

Meridian Wealth Partners first reported a position in AES in Q4 2019 and held it in 6 quarters. The position peaked at $78K in Q4 2020. 609 funds tracked by Wall St. Rank hold AES as of Q2 2021.

  • Meridian Wealth Partners reported no remaining AES position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 2,245 AES shares in Q2 2021, an estimated $60K.
  • Meridian Wealth Partners first reported a position in AES in Q4 2019 and held it in 6 quarters.
  • Meridian Wealth Partners's AES position peaked at $78K in Q4 2020.
  • 609 funds tracked by Wall St. Rank held AES as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.