Capital Advisory Group Advisory Services’s AES AES Stock Holding History

Capital Advisory Group Advisory Services’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
2022 Q2	–	Sell	-100	Closed	-$3K	–	211
2022 Q1	$3K	Buy	+100	New	+$2.26K	﹤0.01%	456
2021 Q4	–	Sell	-100	Closed	-$2K	–	173
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	491
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	484
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	467
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	478
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	436
2020 Q2	$1K	Hold	100	–	–	﹤0.01%	433
2020 Q1	$1K	Buy	+100	New	+$1.79K	﹤0.01%	396
2019 Q4	–	Sell	-100	Closed	-$2K	–	201
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	379
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	368
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	366
2018 Q4	$1K	Hold	100	–	–	﹤0.01%	370
2018 Q3	$1K	Hold	100	–	–	﹤0.01%	345
2018 Q2	$1K	Hold	100	–	–	﹤0.01%	329
2018 Q1	$1K	Buy	+100	New	+$1.09K	﹤0.01%	319

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Advisory Group Advisory Services's AES Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of AES (AES) in Q2 2022, closing a stake of 100 shares — an estimated $3K sold.

Capital Advisory Group Advisory Services first reported a position in AES in Q1 2018 and held it in 15 quarters. The position peaked at $3K in Q1 2022. 596 funds tracked by Wall St. Rank hold AES as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining AES position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 100 AES shares in Q2 2022, an estimated $3K.
Capital Advisory Group Advisory Services first reported a position in AES in Q1 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's AES position peaked at $3K in Q1 2022.
596 funds tracked by Wall St. Rank held AES as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.