Phoenix Wealth Advisors’s AES AES Stock Holding History

Phoenix Wealth Advisors’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	-266	Closed	-$6K	–	126
2021 Q3	$6K	Hold	266	–	–	﹤0.01%	325
2021 Q2	$7K	Hold	266	–	–	0.01%	310
2021 Q1	$7K	Buy	+266	New	+$7.08K	0.01%	305

Other funds holding AES

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Phoenix Wealth Advisors's AES Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of AES (AES) in Q4 2021, closing a stake of 266 shares — an estimated $6K sold.

Phoenix Wealth Advisors first reported a position in AES in Q1 2021 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 619 funds tracked by Wall St. Rank hold AES as of Q4 2021.

Phoenix Wealth Advisors reported no remaining AES position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 266 AES shares in Q4 2021, an estimated $6K.
Phoenix Wealth Advisors first reported a position in AES in Q1 2021 and held it in 3 quarters.
Phoenix Wealth Advisors's AES position peaked at $7K in Q2 2021.
619 funds tracked by Wall St. Rank held AES as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.