Banco BTG Pactual’s AES AES Stock Holding History

Banco BTG Pactual’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	-72,500	Closed	-$39.9K	–	173
2024 Q3	$39.9K	Buy	+72,500	New	+$1.28M	0.01%	149
2023 Q4	–	Sell	-15,200	Closed	-$231K	–	138
2023 Q3	$231K	Buy	+15,200	New	+$290K	0.06%	107

Other funds holding AES

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Banco BTG Pactual's AES Position: Q4 2023 in Review

Banco BTG Pactual sold out of AES (AES) in Q4 2023, closing a stake of 12,167 shares — an estimated $185K sold.

Banco BTG Pactual first reported a position in AES in Q3 2020 and held it in 5 quarters. The position peaked at $365K in Q3 2021. 631 funds tracked by Wall St. Rank hold AES as of Q4 2023.

Banco BTG Pactual reported no remaining AES position as of Q4 2023 after selling out during the quarter.
Banco BTG Pactual sold 12,167 AES shares in Q4 2023, an estimated $185K.
Banco BTG Pactual first reported a position in AES in Q3 2020 and held it in 5 quarters.
Banco BTG Pactual's AES position peaked at $365K in Q3 2021.
631 funds tracked by Wall St. Rank held AES as of Q4 2023.

Based on Banco BTG Pactual's 13F filing for Q4 2023, filed 12 Feb 2024.