Arete Wealth Advisors’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,045
Closed -$249K 511
2023
Q2
$249K Buy
+3,045
New +$261K 0.02% 541

Other funds holding AEE

Arete Wealth Advisors's AEE Position: Q3 2023 in Review

Arete Wealth Advisors sold out of Ameren (AEE) in Q3 2023, closing a stake of 3,045 shares — an estimated $249K sold.

Arete Wealth Advisors first reported a position in AEE in Q2 2023 and held it in 1 quarter. The position peaked at $249K in Q2 2023. 669 funds tracked by Wall St. Rank hold AEE as of Q3 2023.

  • Arete Wealth Advisors reported no remaining Ameren position as of Q3 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,045 Ameren shares in Q3 2023, an estimated $249K.
  • Arete Wealth Advisors first reported a position in Ameren in Q2 2023 and held it in 1 quarter.
  • Arete Wealth Advisors's Ameren position peaked at $249K in Q2 2023.
  • 669 funds tracked by Wall St. Rank held Ameren as of Q3 2023.

Based on Arete Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.