Polaris Wealth Advisory Group’s AES AES Stock Holding History

Polaris Wealth Advisory Group’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 Q1	–	Sell	-1,135,545	Closed	-$27.6M	–	158
2021 Q4	$27.6M	Buy	+1,135,545	New	+$27.6M	1.58%	23
2021 Q1	–	Sell	-288,016	Closed	-$7.32M	–	170
2020 Q4	$7.32M	Sell	288,016 -253	-0.1%	-$5.26K	0.55%	60
2020 Q3	$5.36M	Buy	+288,269	New	+$4.82M	0.5%	49
2019 Q3	–	Sell	-1,443,342	Closed	-$24.2M	–	148
2019 Q2	$24.2M	Buy	+1,443,342	New	+$24.4M	1.84%	24
2018 Q4	–	Sell	-574	Closed	-$8K	–	150
2018 Q3	$8K	Buy	+574	New	+$7.73K	﹤0.01%	415

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

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

Polaris Wealth Advisory Group's AES Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of AES (AES) in Q1 2022, closing a stake of 1,135,545 shares — an estimated $27.6M sold.

Polaris Wealth Advisory Group first reported a position in AES in Q3 2018 and held it in 5 quarters. The position peaked at $27.6M in Q4 2021. 612 funds tracked by Wall St. Rank hold AES as of Q1 2022.

Polaris Wealth Advisory Group reported no remaining AES position as of Q1 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,135,545 AES shares in Q1 2022, an estimated $27.6M.
Polaris Wealth Advisory Group first reported a position in AES in Q3 2018 and held it in 5 quarters.
Polaris Wealth Advisory Group's AES position peaked at $27.6M in Q4 2021.
612 funds tracked by Wall St. Rank held AES as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.