WQ
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Wealth Quarterback’s AES AES Stock Holding History

Wealth Quarterback’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
Q3 		$3K Buy
130
+2
+2% +$49 ﹤0.01% 640
2021
Q2 		$4K Buy
+128
New +$3.38K ﹤0.01% 625
2020
Q2 		– Sell
-127
Closed -$1.73K – 124
2020
Q1 		$1.73K Sell
127
-396
-76% -$7.1K ﹤0.01% 771
2019
Q4 		$10.4K Buy
+523
New +$9.36K 0.01% 518

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Quarterback's AES Position: Q3 2021 in Review

Wealth Quarterback increased its AES (AES) stake by 1.6% in Q3 2021, buying an estimated $49 and bringing the position to 130 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Wealth Quarterback first reported a position in AES in Q4 2019 and has held it in 4 quarters since. The position peaked at $10.4K in Q4 2019. 596 funds tracked by Wall St. Rank hold AES as of Q3 2021.

  • Wealth Quarterback held 130 shares of AES worth $3K as of Q3 2021.
  • Wealth Quarterback bought 2 AES shares in Q3 2021, an estimated $49.
  • AES made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #640 holding.
  • Wealth Quarterback first reported a position in AES in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's AES position peaked at $10.4K in Q4 2019.
  • 596 funds tracked by Wall St. Rank held AES as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.