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Almanack Investment Partners’s AES AES Stock Holding History

Almanack Investment 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
2022
Q4 		– Sell
-820
Closed -$19K – 192
2022
Q3 		$19K Buy
+820
New +$19.4K ﹤0.01% 378

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Ameriprise
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Almanack Investment Partners's AES Position: Q4 2022 in Review

Almanack Investment Partners sold out of AES (AES) in Q4 2022, closing a stake of 820 shares — an estimated $19K sold.

Almanack Investment Partners first reported a position in AES in Q3 2022 and held it in 1 quarter. The position peaked at $19K in Q3 2022. 692 funds tracked by Wall St. Rank hold AES as of Q4 2022.

  • Almanack Investment Partners reported no remaining AES position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 820 AES shares in Q4 2022, an estimated $19K.
  • Almanack Investment Partners first reported a position in AES in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's AES position peaked at $19K in Q3 2022.
  • 692 funds tracked by Wall St. Rank held AES as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.