WealthShield Partners’s AES AES Stock Holding History

WealthShield Partners’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	–	Sell	-1,245	Closed	-$32K	–	243
2021 Q2	$32K	Hold	1,245	–	–	0.01%	565
2021 Q1	$33K	Buy	+1,245	New	+$33.1K	0.01%	548

Other funds holding AES

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthShield Partners's AES Position: Q3 2021 in Review

WealthShield Partners sold out of AES (AES) in Q3 2021, closing a stake of 1,245 shares — an estimated $32K sold.

WealthShield Partners first reported a position in AES in Q1 2021 and held it in 2 quarters. The position peaked at $33K in Q1 2021. 596 funds tracked by Wall St. Rank hold AES as of Q3 2021.

WealthShield Partners reported no remaining AES position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 1,245 AES shares in Q3 2021, an estimated $32K.
WealthShield Partners first reported a position in AES in Q1 2021 and held it in 2 quarters.
WealthShield Partners's AES position peaked at $33K in Q1 2021.
596 funds tracked by Wall St. Rank held AES as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.