Regent Peak Wealth Advisors’s AES AES Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-235	Closed	-$6K	–	170
2020 Q4	$6K	Buy	+235	New	+$4.88K	﹤0.01%	619

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Regent Peak Wealth Advisors's AES Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of AES (AES) in Q1 2021, closing a stake of 235 shares — an estimated $6K sold.

Regent Peak Wealth Advisors first reported a position in AES in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 587 funds tracked by Wall St. Rank hold AES as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining AES position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 235 AES shares in Q1 2021, an estimated $6K.
Regent Peak Wealth Advisors first reported a position in AES in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's AES position peaked at $6K in Q4 2020.
587 funds tracked by Wall St. Rank held AES as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.