SWM
AES icon

Sugarloaf Wealth Management’s AES AES Stock Holding History

Sugarloaf Wealth Management’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 		$655 Sell
51
-7
-12% -$105 ﹤0.01% 661
2024
Q3 		$1.17K Hold
58
– – ﹤0.01% 634
2024
Q2 		$1.01K Buy
58
+1
+2% +$19 ﹤0.01% 615
2024
Q1 		$1.03K Hold
57
– – ﹤0.01% 624
2023
Q4 		$1.09K Sell
57
-11,252
-99% -$183K ﹤0.01% 627
2023
Q3 		$172K Buy
11,309
+1,336
+13% +$25.4K 0.04% 143
2023
Q2 		$207K Buy
9,973
+2,558
+34% +$56.3K 0.05% 134
2023
Q1 		$179K Buy
7,415
+6,485
+697% +$165K 0.04% 140
2022
Q4 		$26.7K Buy
+930
New +$25.1K 0.01% 371

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

Sugarloaf Wealth Management's AES Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its AES (AES) stake by 12% in Q4 2024, selling an estimated $105 and leaving 51 shares worth $655. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Sugarloaf Wealth Management first reported a position in AES in Q4 2022 and has held it in 9 quarters since. The position peaked at $207K in Q2 2023. 711 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Sugarloaf Wealth Management held 51 shares of AES worth $655 as of Q4 2024.
  • Sugarloaf Wealth Management sold 7 AES shares in Q4 2024, an estimated $105.
  • AES made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #661 holding.
  • Sugarloaf Wealth Management first reported a position in AES in Q4 2022 and has held it in 9 quarters since.
  • Sugarloaf Wealth Management's AES position peaked at $207K in Q2 2023.
  • 711 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.