WESPAC Advisors’s AES AES Stock Holding History

WESPAC 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 Q2	–	Sell	-56,612	Closed	-$1.52M	–	98
2021 Q1	$1.52M	Sell	56,612 -13,549	-19%	-$360K	1.13%	22
2020 Q4	$1.65M	Buy	+70,161	New	+$1.46M	1.27%	22

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

WESPAC Advisors's AES Position: Q2 2021 in Review

WESPAC Advisors sold out of AES (AES) in Q2 2021, closing a stake of 56,612 shares — an estimated $1.52M sold.

WESPAC Advisors first reported a position in AES in Q4 2020 and held it in 2 quarters. The position peaked at $1.65M in Q4 2020. 609 funds tracked by Wall St. Rank hold AES as of Q2 2021.

WESPAC Advisors reported no remaining AES position as of Q2 2021 after selling out during the quarter.
WESPAC Advisors sold 56,612 AES shares in Q2 2021, an estimated $1.52M.
WESPAC Advisors first reported a position in AES in Q4 2020 and held it in 2 quarters.
WESPAC Advisors's AES position peaked at $1.65M in Q4 2020.
609 funds tracked by Wall St. Rank held AES as of Q2 2021.

Based on WESPAC Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.