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CFS Investment Advisory Services’s AES AES Stock Holding History

CFS 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
2022
Q4 		– Sell
-12,588
Closed -$1K – 130
2022
Q3 		$1K Buy
+12,588
New +$298K ﹤0.01% 176

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

CFS Investment Advisory Services's AES Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of AES (AES) in Q4 2022, closing a stake of 12,588 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in AES in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 692 funds tracked by Wall St. Rank hold AES as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining AES position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 12,588 AES shares in Q4 2022, an estimated $1K.
  • CFS Investment Advisory Services first reported a position in AES in Q3 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's AES position peaked at $1K in Q3 2022.
  • 692 funds tracked by Wall St. Rank held AES as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.