Point View Wealth Management’s AES AES Stock Holding History

Point View 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
2020 Q4	$2.79M	Sell	118,841 -4,872	-4%	-$101K	1.13%	13
2020 Q3	$2.24M	Sell	123,713 -3,744	-3%	-$62.5K	1.06%	17
2020 Q2	$1.85M	Sell	127,457 -1,561	-1%	-$20.5K	0.89%	25
2020 Q1	$1.75M	Buy	129,018 +8,662	+7%	+$155K	0.96%	25
2019 Q4	$2.4M	Sell	120,356 -3,676	-3%	-$65.8K	0.99%	19
2019 Q3	$2.03M	Sell	124,032 -14,002	-10%	-$226K	0.92%	26
2019 Q2	$2.31M	Sell	138,034 -5,430	-4%	-$92K	0.98%	22
2019 Q1	$2.59M	Sell	143,464 -10,301	-7%	-$173K	1.15%	12
2018 Q4	$2.22M	Sell	153,765 -3,562	-2%	-$53.5K	1.12%	13
2018 Q3	$2.2M	Sell	157,327 -1,012	-0.6%	-$13.6K	0.98%	22
2018 Q2	$2.12M	Sell	158,339 -6,336	-4%	-$78K	0.99%	21
2018 Q1	$1.87M	Buy	164,675 +7,779	+5%	+$84.6K	0.9%	28
2017 Q4	$1.7M	Sell	156,896 -12,036	-7%	-$130K	0.81%	35
2017 Q3	$1.86M	Buy	168,932 +13,101	+8%	+$146K	0.89%	25
2017 Q2	$1.73M	Buy	155,831 +14,292	+10%	+$164K	0.85%	27
2017 Q1	$1.58M	Buy	141,539 +10,886	+8%	+$124K	0.82%	27
2016 Q4	$1.52M	Buy	130,653 +666	+0.5%	+$7.82K	0.87%	23
2016 Q3	$1.67M	Buy	129,987 +5,778	+5%	+$72K	0.99%	22
2016 Q2	$1.55M	Buy	124,209 +6,883	+6%	+$77.5K	0.94%	24
2016 Q1	$1.38M	Buy	117,326 +7,783	+7%	+$77.5K	0.89%	30
2015 Q4	$1.05M	Buy	109,543 +11,203	+11%	+$112K	0.76%	36
2015 Q3	$963K	Buy	98,340 +15,868	+19%	+$192K	0.77%	38
2015 Q2	$1.09M	Buy	82,472 +16,308	+25%	+$219K	0.85%	33
2015 Q1	$850K	Buy	66,164 +6,582	+11%	+$82.5K	0.66%	51
2014 Q4	$820K	Buy	59,582 +18,129	+44%	+$248K	0.61%	48
2014 Q3	$588K	Buy	41,453 +7,215	+21%	+$107K	0.5%	71
2014 Q2	$532K	Buy	34,238 +8,706	+34%	+$125K	0.46%	79
2014 Q1	$364K	Buy	25,532 +7,716	+43%	+$109K	0.33%	108
2013 Q4	$259K	Buy	+17,816	New	+$254K	0.25%	137

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Point View Wealth Management's AES Position: Q4 2020 in Review

Point View Wealth Management reduced its AES (AES) stake by 3.9% in Q4 2020, selling an estimated $101K and leaving 118,841 shares worth $2.79M. The position accounts for 1.13% of the portfolio, ranked #13.

Point View Wealth Management first reported a position in AES in Q4 2013 and has held it in 29 quarters since. 560 funds tracked by Wall St. Rank hold AES as of Q4 2020.

Point View Wealth Management held 118,841 shares of AES worth $2.79M as of Q4 2020.
Point View Wealth Management sold 4,872 AES shares in Q4 2020, an estimated $101K.
AES made up 1.13% of Point View Wealth Management's portfolio in Q4 2020, its #13 holding.
Point View Wealth Management first reported a position in AES in Q4 2013 and has held it in 29 quarters since.
560 funds tracked by Wall St. Rank held AES as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.