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Stratos Wealth Partners’s AES AES Stock Holding History

Stratos Wealth Partners’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
Q3 		– Sell
-15,944
Closed -$416K – 1184
2021
Q2 		$416K Buy
+15,944
New +$421K 0.01% 841
2018
Q4 		– Sell
-2,425
Closed -$34K – 890
2018
Q3 		$34K Buy
+2,425
New +$32.7K ﹤0.01% 1630
2018
Q2 		– Sell
-3,085
Closed -$35K – 994
2018
Q1 		$35K Sell
3,085
-2,233
-42% -$24.3K ﹤0.01% 1761
2017
Q4 		$58K Buy
+5,318
New +$57.5K ﹤0.01% 1441

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stratos Wealth Partners's AES Position: Q3 2021 in Review

Stratos Wealth Partners sold out of AES (AES) in Q3 2021, closing a stake of 15,944 shares — an estimated $416K sold.

Stratos Wealth Partners first reported a position in AES in Q4 2017 and held it in 4 quarters. The position peaked at $416K in Q2 2021. 598 funds tracked by Wall St. Rank hold AES as of Q3 2021.

  • Stratos Wealth Partners reported no remaining AES position as of Q3 2021 after selling out during the quarter.
  • Stratos Wealth Partners sold 15,944 AES shares in Q3 2021, an estimated $416K.
  • Stratos Wealth Partners first reported a position in AES in Q4 2017 and held it in 4 quarters.
  • Stratos Wealth Partners's AES position peaked at $416K in Q2 2021.
  • 598 funds tracked by Wall St. Rank held AES as of Q3 2021.

Based on Stratos Wealth Partners's 13F filing for Q3 2021, filed 19 Oct 2021.