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Pinnacle Bancorp’s AES AES Stock Holding History

Pinnacle Bancorp’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
2023
Q3 		– Sell
-217
Closed -$4.5K – 779
2023
Q2 		$4.5K Hold
217
– – ﹤0.01% 689
2023
Q1 		$5.22K Buy
+217
New +$5.51K ﹤0.01% 698
2020
Q1 		– Sell
-547
Closed -$11K – 666
2019
Q4 		$11K Buy
+547
New +$9.79K 0.01% 524
2017
Q1 		$411K Buy
+368
New +$4.2K 0.29% 59

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Bancorp's AES Position: Q3 2023 in Review

Pinnacle Bancorp sold out of AES (AES) in Q3 2023, closing a stake of 217 shares — an estimated $4.5K sold.

Pinnacle Bancorp first reported a position in AES in Q1 2017 and held it in 4 quarters. The position peaked at $411K in Q1 2017. 617 funds tracked by Wall St. Rank hold AES as of Q3 2023.

  • Pinnacle Bancorp reported no remaining AES position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Bancorp sold 217 AES shares in Q3 2023, an estimated $4.5K.
  • Pinnacle Bancorp first reported a position in AES in Q1 2017 and held it in 4 quarters.
  • Pinnacle Bancorp's AES position peaked at $411K in Q1 2017.
  • 617 funds tracked by Wall St. Rank held AES as of Q3 2023.

Based on Pinnacle Bancorp's 13F filing for Q3 2023, filed 18 Oct 2023.