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CBIZ Investment Advisory Services’s AES AES Stock Holding History

CBIZ Investment 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
2024
Q4 		– Sell
-31
Closed -$621 – 478
2024
Q3 		$621 Buy
+31
New +$548 ﹤0.01% 377

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBIZ Investment Advisory Services's AES Position: Q4 2024 in Review

CBIZ Investment Advisory Services sold out of AES (AES) in Q4 2024, closing a stake of 31 shares — an estimated $621 sold.

CBIZ Investment Advisory Services first reported a position in AES in Q3 2024 and held it in 1 quarter. The position peaked at $621 in Q3 2024. 711 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • CBIZ Investment Advisory Services reported no remaining AES position as of Q4 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 31 AES shares in Q4 2024, an estimated $621.
  • CBIZ Investment Advisory Services first reported a position in AES in Q3 2024 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's AES position peaked at $621 in Q3 2024.
  • 711 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.