RFA
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Reilly Financial Advisors’s AES AES Stock Holding History

Reilly Financial 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
-182
Closed -$3K – 879
2020
Q3 		$3K Hold
182
– – ﹤0.01% 703
2020
Q2 		$3K Hold
182
– – ﹤0.01% 751
2020
Q1 		$2K Hold
182
– – ﹤0.01% 762
2019
Q4 		$4K Buy
+182
New +$3.26K ﹤0.01% 743
2019
Q2 		– Sell
-2,000
Closed -$36K – 937
2019
Q1 		$36K Buy
+2,000
New +$33.6K ﹤0.01% 405

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Reilly Financial Advisors's AES Position: Q4 2020 in Review

Reilly Financial Advisors sold out of AES (AES) in Q4 2020, closing a stake of 182 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in AES in Q1 2019 and held it in 5 quarters. The position peaked at $36K in Q1 2019. 560 funds tracked by Wall St. Rank hold AES as of Q4 2020.

  • Reilly Financial Advisors reported no remaining AES position as of Q4 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 182 AES shares in Q4 2020, an estimated $3K.
  • Reilly Financial Advisors first reported a position in AES in Q1 2019 and held it in 5 quarters.
  • Reilly Financial Advisors's AES position peaked at $36K in Q1 2019.
  • 560 funds tracked by Wall St. Rank held AES as of Q4 2020.

Based on Reilly Financial Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.