Balboa Wealth Partners’s AES AES Stock Holding History

Balboa Wealth 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
2024 Q4	–	Sell	-10,016	Closed	-$201K	–	341
2024 Q3	$201K	Sell	10,016 -12,001	-55%	-$212K	0.05%	268
2024 Q2	$387K	Buy	+22,017	New	+$419K	0.1%	155

Other funds holding AES

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Balboa Wealth Partners's AES Position: Q4 2024 in Review

Balboa Wealth Partners sold out of AES (AES) in Q4 2024, closing a stake of 10,016 shares — an estimated $201K sold.

Balboa Wealth Partners first reported a position in AES in Q2 2024 and held it in 2 quarters. The position peaked at $387K in Q2 2024. 711 funds tracked by Wall St. Rank hold AES as of Q4 2024.

Balboa Wealth Partners reported no remaining AES position as of Q4 2024 after selling out during the quarter.
Balboa Wealth Partners sold 10,016 AES shares in Q4 2024, an estimated $201K.
Balboa Wealth Partners first reported a position in AES in Q2 2024 and held it in 2 quarters.
Balboa Wealth Partners's AES position peaked at $387K in Q2 2024.
711 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.