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TD Ameritrade Investment Management’s AES AES Stock Holding History

TD Ameritrade Investment Management’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
Q3 		– Sell
-2,172
Closed -$45K – 12
2023
Q2 		$45K Sell
2,172
-344
-14% -$7.58K ﹤0.01% 253
2023
Q1 		$61K Sell
2,516
-789
-24% -$20.1K ﹤0.01% 251
2022
Q4 		$95K Buy
3,305
+939
+40% +$25.3K ﹤0.01% 240
2022
Q3 		$53K Sell
2,366
-1,155
-33% -$27.4K ﹤0.01% 273
2022
Q2 		$74K Sell
3,521
-2,625
-43% -$57.3K ﹤0.01% 270
2022
Q1 		$158K Buy
6,146
+153
+3% +$3.46K ﹤0.01% 252
2021
Q4 		$146K Sell
5,993
-7,859
-57% -$191K ﹤0.01% 260
2021
Q3 		$251K Buy
13,852
+4,102
+42% +$99.7K ﹤0.01% 200
2021
Q2 		$254K Sell
9,750
-2,378
-20% -$62.8K ﹤0.01% 217
2021
Q1 		$285K Hold
12,128
– – ﹤0.01% 195
2020
Q4 		$285K Sell
12,128
-1,724
-12% -$35.8K ﹤0.01% 195
2020
Q3 		$251K Sell
13,852
-1,613
-10% -$26.9K ﹤0.01% 200
2020
Q2 		$224K Buy
15,465
+644
+4% +$8.46K ﹤0.01% 203
2020
Q1 		$202K Buy
14,821
+1,315
+10% +$23.6K ﹤0.01% 198
2019
Q4 		$269K Buy
13,506
+1,164
+9% +$20.8K ﹤0.01% 188
2019
Q3 		$202K Buy
12,342
+2,289
+23% +$36.9K ﹤0.01% 185
2019
Q2 		$168K Buy
10,053
+5,814
+137% +$98.5K ﹤0.01% 187
2019
Q1 		$77K Sell
4,239
-6,802
-62% -$114K ﹤0.01% 206
2018
Q4 		$160K Buy
11,041
+3,480
+46% +$52.3K ﹤0.01% 168
2018
Q3 		$106K Buy
7,561
+5,888
+352% +$79.3K ﹤0.01% 172
2018
Q2 		$22K Buy
+1,673
New +$20.6K ﹤0.01% 181

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Ameritrade Investment Management's AES Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of AES (AES) in Q3 2023, closing a stake of 2,172 shares — an estimated $45K sold.

TD Ameritrade Investment Management first reported a position in AES in Q2 2018 and held it in 21 quarters. The position peaked at $285K in Q1 2021. 618 funds tracked by Wall St. Rank hold AES as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining AES position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 2,172 AES shares in Q3 2023, an estimated $45K.
  • TD Ameritrade Investment Management first reported a position in AES in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's AES position peaked at $285K in Q1 2021.
  • 618 funds tracked by Wall St. Rank held AES as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.