Patriot Financial Group Insurance Agency’s AES AES Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-575	Closed	-$12K	–	443
2022 Q2	$12K	Sell	575 -192	-25%	-$4.19K	﹤0.01%	1167
2022 Q1	$20K	Buy	767 +449	+141%	+$10.2K	﹤0.01%	1079
2021 Q4	$8K	Sell	318 -200	-39%	-$4.86K	﹤0.01%	1553
2021 Q3	$12K	Buy	518 +392	+311%	+$9.52K	﹤0.01%	1387
2021 Q2	$3K	Sell	126 -1	-0.8%	-$26	﹤0.01%	1755
2021 Q1	$3K	Buy	127 +1	+0.8%	+$27	﹤0.01%	1669
2020 Q4	$3K	Hold	126	–	–	﹤0.01%	1532
2020 Q3	$2K	Sell	126 -24	-16%	-$401	﹤0.01%	1423
2020 Q2	$2K	Sell	150 -209	-58%	-$2.75K	﹤0.01%	1360
2020 Q1	$5K	Buy	+359	New	+$6.44K	﹤0.01%	1046
2018 Q2	–	Sell	-100	Closed	-$1K	–	580
2018 Q1	$1K	Hold	100	–	–	﹤0.01%	892
2017 Q4	$1K	Hold	100	–	–	﹤0.01%	880
2017 Q3	$1K	Hold	100	–	–	﹤0.01%	860
2017 Q2	$1K	Hold	100	–	–	﹤0.01%	861
2017 Q1	$1K	Hold	100	–	–	﹤0.01%	784
2016 Q4	$1K	Buy	+100	New	+$1.17K	﹤0.01%	720

Other funds holding AES

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AES Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of AES (AES) in Q3 2022, closing a stake of 575 shares — an estimated $12K sold.

Patriot Financial Group Insurance Agency first reported a position in AES in Q4 2016 and held it in 16 quarters. The position peaked at $20K in Q1 2022. 633 funds tracked by Wall St. Rank hold AES as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining AES position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 575 AES shares in Q3 2022, an estimated $12K.
Patriot Financial Group Insurance Agency first reported a position in AES in Q4 2016 and held it in 16 quarters.
Patriot Financial Group Insurance Agency's AES position peaked at $20K in Q1 2022.
633 funds tracked by Wall St. Rank held AES as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.