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Santori & Peters Inc’s AES AES Stock Holding History

Santori & Peters Inc’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
-16,940
Closed -$430K – 57
2020
Q4 		$430K Hold
16,940
– – 0.24% 49
2020
Q3 		$306K Buy
+16,940
New +$283K 0.2% 54
2020
Q2 		– Sell
-29,420
Closed -$400K – 52
2020
Q1 		$400K Hold
29,420
– – 0.35% 44
2019
Q4 		$585K Hold
29,420
– – 0.38% 38
2019
Q3 		$480K Hold
29,420
– – 0.35% 37
2019
Q2 		$493K Buy
+29,420
New +$498K 0.36% 39
2019
Q1 		– Sell
-29,420
Closed -$425K – 50
2018
Q4 		$425K Buy
+29,420
New +$442K 0.38% 39

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 $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Santori & Peters Inc's AES Position: Q1 2021 in Review

Santori & Peters Inc sold out of AES (AES) in Q1 2021, closing a stake of 16,940 shares — an estimated $430K sold.

Santori & Peters Inc first reported a position in AES in Q4 2018 and held it in 7 quarters. The position peaked at $585K in Q4 2019. 587 funds tracked by Wall St. Rank hold AES as of Q1 2021.

  • Santori & Peters Inc reported no remaining AES position as of Q1 2021 after selling out during the quarter.
  • Santori & Peters Inc sold 16,940 AES shares in Q1 2021, an estimated $430K.
  • Santori & Peters Inc first reported a position in AES in Q4 2018 and held it in 7 quarters.
  • Santori & Peters Inc's AES position peaked at $585K in Q4 2019.
  • 587 funds tracked by Wall St. Rank held AES as of Q1 2021.

Based on Santori & Peters Inc's 13F filing for Q1 2021, filed 28 Apr 2021.