CFFP
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Center for Financial Planning’s AES AES Stock Holding History

Center for Financial Planning’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
-347
Closed -$9K – 526
2022
Q1 		$9K Buy
+347
New +$7.84K ﹤0.01% 374
2021
Q4 		– Sell
-1
Closed – – 534
2021
Q3 		$0 Buy
+1
New +$24 ﹤0.01% 489

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 $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Center for Financial Planning's AES Position: Q2 2022 in Review

Center for Financial Planning sold out of AES (AES) in Q2 2022, closing a stake of 347 shares — an estimated $9K sold.

Center for Financial Planning first reported a position in AES in Q3 2021 and held it in 2 quarters. The position peaked at $9K in Q1 2022. 596 funds tracked by Wall St. Rank hold AES as of Q2 2022.

  • Center for Financial Planning reported no remaining AES position as of Q2 2022 after selling out during the quarter.
  • Center for Financial Planning sold 347 AES shares in Q2 2022, an estimated $9K.
  • Center for Financial Planning first reported a position in AES in Q3 2021 and held it in 2 quarters.
  • Center for Financial Planning's AES position peaked at $9K in Q1 2022.
  • 596 funds tracked by Wall St. Rank held AES as of Q2 2022.

Based on Center for Financial Planning's 13F filing for Q2 2022, filed 12 Aug 2022.