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Baldwin Wealth Partners’s AES AES Stock Holding History

Baldwin 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
-38
Closed -$762 – 248
2024
Q3 		$762 Buy
+38
New +$672 ﹤0.01% 1017
2017
Q1 		– Sell
-417
Closed -$5K – 490
2016
Q4 		$5K Hold
417
– – ﹤0.01% 465
2016
Q3 		$5K Buy
+417
New +$5.2K ﹤0.01% 483

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of AES (AES) in Q4 2024, closing a stake of 38 shares — an estimated $762 sold.

Baldwin Wealth Partners first reported a position in AES in Q3 2016 and held it in 3 quarters. The position peaked at $5K in Q4 2016. 713 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining AES position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 38 AES shares in Q4 2024, an estimated $762.
  • Baldwin Wealth Partners first reported a position in AES in Q3 2016 and held it in 3 quarters.
  • Baldwin Wealth Partners's AES position peaked at $5K in Q4 2016.
  • 713 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.