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CAGAS
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
Shares
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
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$6.9T AUM
27.45%
1-Year Est. Return
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$733B AUM
35.63%
1-Year Est. Return
Capital International Investors
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$427B AUM
29.17%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
OAG
Orbis Allan Gray
Hamilton, Bermuda
$23.7B AUM
65.43%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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