RWG
AES icon

Regal Wealth Group’s AES AES Stock Holding History

Regal Wealth 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
2021
Q2 		– Sell
-140
Closed -$4K – 55
2021
Q1 		$4K Buy
140
+1
+0.7% +$27 ﹤0.01% 204
2020
Q4 		$3K Buy
139
+1
+0.7% +$21 ﹤0.01% 184
2020
Q3 		$3K Buy
138
+1
+0.7% +$17 ﹤0.01% 179
2020
Q2 		$2K Buy
+137
New +$1.8K ﹤0.01% 182

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Regal Wealth Group's AES Position: Q2 2021 in Review

Regal Wealth Group sold out of AES (AES) in Q2 2021, closing a stake of 140 shares — an estimated $4K sold.

Regal Wealth Group first reported a position in AES in Q2 2020 and held it in 4 quarters. The position peaked at $4K in Q1 2021. 609 funds tracked by Wall St. Rank hold AES as of Q2 2021.

  • Regal Wealth Group reported no remaining AES position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 140 AES shares in Q2 2021, an estimated $4K.
  • Regal Wealth Group first reported a position in AES in Q2 2020 and held it in 4 quarters.
  • Regal Wealth Group's AES position peaked at $4K in Q1 2021.
  • 609 funds tracked by Wall St. Rank held AES as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.