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Capital Analysts LLC’s AES AES Stock Holding History

Capital Analysts LLC’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
Q4 		– Sell
-67
Closed -$2K – 1054
2022
Q3 		$2K Buy
+67
New +$1.59K ﹤0.01% 979
2022
Q1 		– Sell
-1,086
Closed -$26K – 930
2021
Q4 		$26K Sell
1,086
-3,137
-74% -$76.3K ﹤0.01% 673
2021
Q3 		$96K Hold
4,223
– – 0.01% 455
2021
Q2 		$110K Hold
4,223
– – 0.01% 431
2021
Q1 		$113K Buy
+4,223
New +$112K 0.01% 433
2017
Q4 		– Sell
-589
Closed -$6K – 440
2017
Q3 		$6K Buy
+589
New +$6.57K ﹤0.01% 417

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Analysts LLC's AES Position: Q4 2022 in Review

Capital Analysts LLC sold out of AES (AES) in Q4 2022, closing a stake of 67 shares — an estimated $2K sold.

Capital Analysts LLC first reported a position in AES in Q3 2017 and held it in 6 quarters. The position peaked at $113K in Q1 2021. 692 funds tracked by Wall St. Rank hold AES as of Q4 2022.

  • Capital Analysts LLC reported no remaining AES position as of Q4 2022 after selling out during the quarter.
  • Capital Analysts LLC sold 67 AES shares in Q4 2022, an estimated $2K.
  • Capital Analysts LLC first reported a position in AES in Q3 2017 and held it in 6 quarters.
  • Capital Analysts LLC's AES position peaked at $113K in Q1 2021.
  • 692 funds tracked by Wall St. Rank held AES as of Q4 2022.

Based on Capital Analysts LLC's 13F filing for Q4 2022, filed 8 Feb 2023.