TRUE Private Wealth Advisors’s AES AES Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-184	Closed	-$4K	–	243
2020 Q4	$4K	Hold	184	–	–	﹤0.01%	613
2020 Q3	$3K	Hold	184	–	–	﹤0.01%	594
2020 Q2	$2K	Hold	184	–	–	﹤0.01%	614
2020 Q1	$2K	Buy	+184	New	+$3.3K	﹤0.01%	594
2018 Q4	–	Sell	-84	Closed	-$1.18K	–	239
2018 Q3	$1.18K	Buy	+84	New	+$1.13K	﹤0.01%	1057

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TRUE Private Wealth Advisors's AES Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of AES (AES) in Q1 2021, closing a stake of 184 shares — an estimated $4K sold.

TRUE Private Wealth Advisors first reported a position in AES in Q3 2018 and held it in 5 quarters. The position peaked at $4K in Q4 2020. 587 funds tracked by Wall St. Rank hold AES as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining AES position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 184 AES shares in Q1 2021, an estimated $4K.
TRUE Private Wealth Advisors first reported a position in AES in Q3 2018 and held it in 5 quarters.
TRUE Private Wealth Advisors's AES position peaked at $4K in Q4 2020.
587 funds tracked by Wall St. Rank held AES as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.