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Pacific Capital Wealth Advisors’s AES AES Stock Holding History

Pacific Capital Wealth Advisors’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
-20
Closed -$401 – 405
2024
Q3 		$401 Buy
+20
New +$354 ﹤0.01% 460

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacific Capital Wealth Advisors's AES Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of AES (AES) in Q4 2024, closing a stake of 20 shares — an estimated $401 sold.

Pacific Capital Wealth Advisors first reported a position in AES in Q3 2024 and held it in 1 quarter. The position peaked at $401 in Q3 2024. 711 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining AES position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 20 AES shares in Q4 2024, an estimated $401.
  • Pacific Capital Wealth Advisors first reported a position in AES in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's AES position peaked at $401 in Q3 2024.
  • 711 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.