SWP
AES icon

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 $427B AUM 29.17% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return