tru Independence’s AES AES Stock Holding History

tru Independence’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
2020 Q3	–	Sell	-520	Closed	-$8K	–	325
2020 Q2	$8K	Hold	520	–	–	﹤0.01%	624
2020 Q1	$7K	Hold	520	–	–	﹤0.01%	470
2019 Q4	$7K	Buy	+520	New	+$9.3K	﹤0.01%	607

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

tru Independence's AES Position: Q3 2020 in Review

tru Independence sold out of AES (AES) in Q3 2020, closing a stake of 520 shares — an estimated $8K sold.

tru Independence first reported a position in AES in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q2 2020. 527 funds tracked by Wall St. Rank hold AES as of Q3 2020.

tru Independence reported no remaining AES position as of Q3 2020 after selling out during the quarter.
tru Independence sold 520 AES shares in Q3 2020, an estimated $8K.
tru Independence first reported a position in AES in Q4 2019 and held it in 3 quarters.
tru Independence's AES position peaked at $8K in Q2 2020.
527 funds tracked by Wall St. Rank held AES as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.