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Prestige Wealth Management Group’s IES Holdings IESC Stock Holding History

Prestige Wealth Management Group’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-50
Closed -$10K – 1034
2024
Q4 		$10K Hold
50
– – ﹤0.01% 461
2024
Q3 		$9.98K Buy
+50
New +$8.11K ﹤0.01% 454

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Prestige Wealth Management Group's IESC Position: Q1 2025 in Review

Prestige Wealth Management Group sold out of IES Holdings (IESC) in Q1 2025, closing a stake of 50 shares — an estimated $10K sold.

Prestige Wealth Management Group first reported a position in IESC in Q3 2024 and held it in 2 quarters. The position peaked at $10K in Q4 2024. 244 funds tracked by Wall St. Rank hold IESC as of Q1 2025.

  • Prestige Wealth Management Group reported no remaining IES Holdings position as of Q1 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 50 IES Holdings shares in Q1 2025, an estimated $10K.
  • Prestige Wealth Management Group first reported a position in IES Holdings in Q3 2024 and held it in 2 quarters.
  • Prestige Wealth Management Group's IES Holdings position peaked at $10K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held IES Holdings as of Q1 2025.

Based on Prestige Wealth Management Group's 13F filing for Q1 2025, filed 12 May 2025.