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Precision Wealth Strategies’s AES AES Stock Holding History

Precision Wealth Strategies’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
Q3 		– Sell
-8,927
Closed -$233K – 120
2021
Q2 		$233K Buy
8,927
+1,243
+16% +$32.8K 0.2% 96
2021
Q1 		$206K Buy
+7,684
New +$204K 0.2% 78

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
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
Fidelity Investments
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Precision Wealth Strategies's AES Position: Q3 2021 in Review

Precision Wealth Strategies sold out of AES (AES) in Q3 2021, closing a stake of 8,927 shares — an estimated $233K sold.

Precision Wealth Strategies first reported a position in AES in Q1 2021 and held it in 2 quarters. The position peaked at $233K in Q2 2021. 596 funds tracked by Wall St. Rank hold AES as of Q3 2021.

  • Precision Wealth Strategies reported no remaining AES position as of Q3 2021 after selling out during the quarter.
  • Precision Wealth Strategies sold 8,927 AES shares in Q3 2021, an estimated $233K.
  • Precision Wealth Strategies first reported a position in AES in Q1 2021 and held it in 2 quarters.
  • Precision Wealth Strategies's AES position peaked at $233K in Q2 2021.
  • 596 funds tracked by Wall St. Rank held AES as of Q3 2021.

Based on Precision Wealth Strategies's 13F filing for Q3 2021, filed 2 Nov 2021.