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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's AES Position: Q2 2023 in Review

TCI Wealth Advisors sold out of AES (AES) in Q2 2023, closing a stake of 280 shares — an estimated $6.74K sold.

TCI Wealth Advisors first reported a position in AES in Q1 2016 and held it in 29 quarters. The position peaked at $11.3K in Q4 2022. 635 funds tracked by Wall St. Rank hold AES as of Q2 2023.

TCI Wealth Advisors reported no remaining AES position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 280 AES shares in Q2 2023, an estimated $6.74K.
TCI Wealth Advisors first reported a position in AES in Q1 2016 and held it in 29 quarters.
TCI Wealth Advisors's AES position peaked at $11.3K in Q4 2022.
635 funds tracked by Wall St. Rank held AES as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.