Capital Performance Advisors’s AES AES Stock Holding History

Capital Performance Advisors’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	–	Sell	-51	Closed	-$1.02K	–	221
2024 Q3	$1.02K	Buy	+51	New	+$902	﹤0.01%	1894

Other funds holding AES

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

BlackRock New York $5.72T 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's AES Position: Q4 2024 in Review

Capital Performance Advisors sold out of AES (AES) in Q4 2024, closing a stake of 51 shares — an estimated $1.02K sold.

Capital Performance Advisors first reported a position in AES in Q3 2024 and held it in 1 quarter. The position peaked at $1.02K in Q3 2024. 711 funds tracked by Wall St. Rank hold AES as of Q4 2024.

Capital Performance Advisors reported no remaining AES position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 51 AES shares in Q4 2024, an estimated $1.02K.
Capital Performance Advisors first reported a position in AES in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's AES position peaked at $1.02K in Q3 2024.
711 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.