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Ropes Wealth Advisors’s AES AES Stock Holding History

Ropes 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
-9
Closed – – 259
2020
Q4 		$0 Buy
+9
New +$187 ﹤0.01% 808
2016
Q2 		– Sell
-117
Closed -$1K – 469
2016
Q1 		$1K Buy
117
+54
+86% +$538 ﹤0.01% 403
2015
Q4 		$1K Buy
+63
New +$631 ﹤0.01% 408

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ropes Wealth Advisors's AES Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of AES (AES) in Q1 2021, closing a stake of 9 shares.

Ropes Wealth Advisors first reported a position in AES in Q4 2015 and held it in 3 quarters. The position peaked at $1K in Q1 2016. 588 funds tracked by Wall St. Rank hold AES as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining AES position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 9 AES shares in Q1 2021.
  • Ropes Wealth Advisors first reported a position in AES in Q4 2015 and held it in 3 quarters.
  • Ropes Wealth Advisors's AES position peaked at $1K in Q1 2016.
  • 588 funds tracked by Wall St. Rank held AES as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.