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MPS Loria Financial Planners’s AES AES Stock Holding History

MPS Loria Financial Planners’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
-81
Closed -$2K – 96
2021
Q1 		$2K Hold
81
– – ﹤0.01% 417
2020
Q4 		$2K Buy
+81
New +$1.68K ﹤0.01% 439

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

MPS Loria Financial Planners's AES Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of AES (AES) in Q2 2021, closing a stake of 81 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in AES in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 609 funds tracked by Wall St. Rank hold AES as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining AES position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 81 AES shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in AES in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's AES position peaked at $2K in Q1 2021.
  • 609 funds tracked by Wall St. Rank held AES as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.