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Cornell Pochily Investment Advisors’s AES AES Stock Holding History

Cornell Pochily Investment 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
2023
Q4 		– Sell
-13,942
Closed -$212K – 172
2023
Q3 		$212K Buy
13,942
+3
+0% +$57 0.09% 162
2023
Q2 		$289K Sell
13,939
-1,082
-7% -$23.8K 0.12% 145
2023
Q1 		$362K Sell
15,021
-195
-1% -$4.96K 0.15% 131
2022
Q4 		$43.8K Sell
15,216
-847
-5% -$22.8K 0.02% 169
2022
Q3 		$363K Buy
16,063
+304
+2% +$7.21K 0.16% 126
2022
Q2 		$331K Sell
15,759
-295
-2% -$6.44K 0.15% 133
2022
Q1 		$413K Buy
16,054
+5
+0% +$113 0.16% 123
2021
Q4 		$390K Sell
16,049
-496
-3% -$12.1K 0.15% 127
2021
Q3 		$378K Buy
16,545
+15
+0.1% +$364 0.16% 126
2021
Q2 		$431K Sell
16,530
-594
-3% -$15.7K 0.19% 111
2021
Q1 		$459K Buy
17,124
+256
+2% +$6.81K 0.22% 99
2020
Q4 		$396K Buy
16,868
+2,000
+13% +$41.6K 0.19% 104
2020
Q3 		$269K Buy
14,868
+2,193
+17% +$36.6K 0.15% 119
2020
Q2 		$184K Buy
+12,675
New +$167K 0.11% 136

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornell Pochily Investment Advisors's AES Position: Q4 2023 in Review

Cornell Pochily Investment Advisors sold out of AES (AES) in Q4 2023, closing a stake of 13,942 shares — an estimated $212K sold.

Cornell Pochily Investment Advisors first reported a position in AES in Q2 2020 and held it in 14 quarters. The position peaked at $459K in Q1 2021. 631 funds tracked by Wall St. Rank hold AES as of Q4 2023.

  • Cornell Pochily Investment Advisors reported no remaining AES position as of Q4 2023 after selling out during the quarter.
  • Cornell Pochily Investment Advisors sold 13,942 AES shares in Q4 2023, an estimated $212K.
  • Cornell Pochily Investment Advisors first reported a position in AES in Q2 2020 and held it in 14 quarters.
  • Cornell Pochily Investment Advisors's AES position peaked at $459K in Q1 2021.
  • 631 funds tracked by Wall St. Rank held AES as of Q4 2023.

Based on Cornell Pochily Investment Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.