Simon Quick Advisors’s AES AES Stock Holding History

Simon Quick 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
2022 Q1	–	Sell	-2,300	Closed	-$56K	–	348
2021 Q4	$56K	Hold	2,300	–	–	0.02%	217
2021 Q3	$52K	Hold	2,300	–	–	0.01%	245
2021 Q2	$59K	Hold	2,300	–	–	0.02%	218
2021 Q1	$61K	Hold	2,300	–	–	0.02%	209
2020 Q4	$54K	Buy	+2,300	New	+$47.8K	0.02%	200
2020 Q1	–	Sell	-141	Closed	-$3K	–	480
2019 Q4	$3K	Buy	+141	New	+$2.52K	﹤0.01%	528

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simon Quick Advisors's AES Position: Q1 2022 in Review

Simon Quick Advisors sold out of AES (AES) in Q1 2022, closing a stake of 2,300 shares — an estimated $56K sold.

Simon Quick Advisors first reported a position in AES in Q4 2019 and held it in 6 quarters. The position peaked at $61K in Q1 2021. 612 funds tracked by Wall St. Rank hold AES as of Q1 2022.

Simon Quick Advisors reported no remaining AES position as of Q1 2022 after selling out during the quarter.
Simon Quick Advisors sold 2,300 AES shares in Q1 2022, an estimated $56K.
Simon Quick Advisors first reported a position in AES in Q4 2019 and held it in 6 quarters.
Simon Quick Advisors's AES position peaked at $61K in Q1 2021.
612 funds tracked by Wall St. Rank held AES as of Q1 2022.

Based on Simon Quick Advisors's 13F filing for Q1 2022, filed 5 May 2022.