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Selective Wealth Management’s AES AES Stock Holding History

Selective Wealth Management’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
Q3 		– Sell
-291
Closed -$4K – 308
2020
Q2 		$4K Hold
291
– – ﹤0.01% 314
2020
Q1 		$4K Hold
291
– – 0.01% 216
2019
Q4 		$6K Buy
291
+4
+1% +$72 0.01% 194
2019
Q3 		$5K Buy
+287
New +$4.62K 0.01% 216

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Selective Wealth Management's AES Position: Q3 2020 in Review

Selective Wealth Management sold out of AES (AES) in Q3 2020, closing a stake of 291 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in AES in Q3 2019 and held it in 4 quarters. The position peaked at $6K in Q4 2019. 527 funds tracked by Wall St. Rank hold AES as of Q3 2020.

  • Selective Wealth Management reported no remaining AES position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 291 AES shares in Q3 2020, an estimated $4K.
  • Selective Wealth Management first reported a position in AES in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's AES position peaked at $6K in Q4 2019.
  • 527 funds tracked by Wall St. Rank held AES as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.