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Impact Partnership Wealth’s AES AES Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-176
Closed -$3.16K – 225
2024
Q1 		$3.16K Hold
176
– – ﹤0.01% 541
2023
Q4 		$3.39K Hold
176
– – ﹤0.01% 622
2023
Q3 		$2.67K Sell
176
-79
-31% -$1.5K ﹤0.01% 781
2023
Q2 		$5.29K Buy
+255
New +$5.62K ﹤0.01% 493

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Impact Partnership Wealth's AES Position: Q2 2024 in Review

Impact Partnership Wealth sold out of AES (AES) in Q2 2024, closing a stake of 176 shares — an estimated $3.16K sold.

Impact Partnership Wealth first reported a position in AES in Q2 2023 and held it in 4 quarters. The position peaked at $5.29K in Q2 2023. 694 funds tracked by Wall St. Rank hold AES as of Q2 2024.

  • Impact Partnership Wealth reported no remaining AES position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 176 AES shares in Q2 2024, an estimated $3.16K.
  • Impact Partnership Wealth first reported a position in AES in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's AES position peaked at $5.29K in Q2 2023.
  • 694 funds tracked by Wall St. Rank held AES as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.