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Triad Wealth Partners’s AES AES Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-263
Closed -$4.62K – 69
2024
Q2 		$4.62K Buy
+263
New +$5K ﹤0.01% 591

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Triad Wealth Partners's AES Position: Q3 2024 in Review

Triad Wealth Partners sold out of AES (AES) in Q3 2024, closing a stake of 263 shares — an estimated $4.62K sold.

Triad Wealth Partners first reported a position in AES in Q2 2024 and held it in 1 quarter. The position peaked at $4.62K in Q2 2024. 703 funds tracked by Wall St. Rank hold AES as of Q3 2024.

  • Triad Wealth Partners reported no remaining AES position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 263 AES shares in Q3 2024, an estimated $4.62K.
  • Triad Wealth Partners first reported a position in AES in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's AES position peaked at $4.62K in Q2 2024.
  • 703 funds tracked by Wall St. Rank held AES as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.