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Realta Investment Advisors’s AES AES Stock Holding History

Realta Investment 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
Q1 		– Sell
-492
Closed -$10K – 316
2019
Q4 		$10K Buy
492
+357
+264% +$6.39K ﹤0.01% 1118
2019
Q3 		$2K Buy
+135
New +$2.17K ﹤0.01% 1477
2019
Q2 		– Sell
-4,444
Closed -$81K – 1691
2019
Q1 		$81K Buy
+4,444
New +$74.7K 0.04% 437

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Realta Investment Advisors's AES Position: Q1 2020 in Review

Realta Investment Advisors sold out of AES (AES) in Q1 2020, closing a stake of 492 shares — an estimated $10K sold.

Realta Investment Advisors first reported a position in AES in Q1 2019 and held it in 3 quarters. The position peaked at $81K in Q1 2019. 536 funds tracked by Wall St. Rank hold AES as of Q1 2020.

  • Realta Investment Advisors reported no remaining AES position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 492 AES shares in Q1 2020, an estimated $10K.
  • Realta Investment Advisors first reported a position in AES in Q1 2019 and held it in 3 quarters.
  • Realta Investment Advisors's AES position peaked at $81K in Q1 2019.
  • 536 funds tracked by Wall St. Rank held AES as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.