TCI Wealth Advisors’s AES AES Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-280	Closed	-$6.74K	–	244
2023 Q1	$6.74K	Sell	280 -112	-29%	-$2.85K	﹤0.01%	1324
2022 Q4	$11.3K	Buy	392 +112	+40%	+$3.02K	﹤0.01%	989
2022 Q3	$6K	Hold	280	–	–	﹤0.01%	1309
2022 Q2	$6K	Hold	280	–	–	﹤0.01%	1312
2022 Q1	$7K	Hold	280	–	–	﹤0.01%	1288
2021 Q4	$7K	Sell	280 -154	-35%	-$3.74K	﹤0.01%	1393
2021 Q3	$10K	Hold	434	–	–	﹤0.01%	1080
2021 Q2	$11K	Buy	434 +11	+3%	+$290	﹤0.01%	882
2021 Q1	$11K	Buy	423 +143	+51%	+$3.8K	0.01%	792
2020 Q4	$7K	Hold	280	–	–	﹤0.01%	730
2020 Q3	$5K	Hold	280	–	–	﹤0.01%	746
2020 Q2	$4K	Hold	280	–	–	﹤0.01%	774
2020 Q1	$4K	Hold	280	–	–	﹤0.01%	746
2019 Q4	$6K	Hold	280	–	–	﹤0.01%	796
2019 Q3	$5K	Hold	280	–	–	﹤0.01%	785
2019 Q2	$5K	Hold	280	–	–	﹤0.01%	750
2019 Q1	$5K	Hold	280	–	–	﹤0.01%	767
2018 Q4	$4K	Sell	280 -46	-14%	-$691	﹤0.01%	797
2018 Q3	$5K	Sell	326 -92	-22%	-$1.24K	﹤0.01%	773
2018 Q2	$6K	Buy	418 +138	+49%	+$1.7K	﹤0.01%	726
2018 Q1	$3K	Hold	280	–	–	﹤0.01%	824
2017 Q4	$3K	Hold	280	–	–	﹤0.01%	875
2017 Q3	$3K	Hold	280	–	–	﹤0.01%	818
2017 Q2	$3K	Hold	280	–	–	﹤0.01%	849
2017 Q1	$3K	Hold	280	–	–	﹤0.01%	819
2016 Q4	$3K	Hold	280	–	–	﹤0.01%	885
2016 Q3	$4K	Hold	280	–	–	﹤0.01%	761
2016 Q2	$3K	Hold	280	–	–	﹤0.01%	815
2016 Q1	$3K	Buy	+280	New	+$2.79K	﹤0.01%	820

Other funds holding AES

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 New York $5.7T AUM 30.48% 1-Year Est. Return

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return