Rational Advisors’s AES AES Stock Holding History

Rational 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
2020 Q4	–	Sell	-49	Closed	-$1K	–	213
2020 Q3	$1K	Buy	+49	New	+$819	﹤0.01%	503
2019 Q1	–	Sell	-47,425	Closed	-$686K	–	527
2018 Q4	$686K	Buy	+47,425	New	+$712K	0.21%	100

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

Rational Advisors's AES Position: Q4 2020 in Review

Rational Advisors sold out of AES (AES) in Q4 2020, closing a stake of 49 shares — an estimated $1K sold.

Rational Advisors first reported a position in AES in Q4 2018 and held it in 2 quarters. The position peaked at $686K in Q4 2018. 560 funds tracked by Wall St. Rank hold AES as of Q4 2020.

Rational Advisors reported no remaining AES position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 49 AES shares in Q4 2020, an estimated $1K.
Rational Advisors first reported a position in AES in Q4 2018 and held it in 2 quarters.
Rational Advisors's AES position peaked at $686K in Q4 2018.
560 funds tracked by Wall St. Rank held AES as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.