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Avitas Wealth Management’s Ameren AEE Stock Holding History

Avitas Wealth Management’s Portfolio AEE Stock Details AEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,487
Closed -$850K – 204
2024
Q1 		$850K Buy
11,487
+168
+1% +$11.9K 0.13% 149
2023
Q4 		$819K Buy
11,319
+360
+3% +$27.4K 0.14% 139
2023
Q3 		$820K Buy
+10,959
New +$893K 0.16% 138

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Avitas Wealth Management's AEE Position: Q2 2024 in Review

Avitas Wealth Management sold out of Ameren (AEE) in Q2 2024, closing a stake of 11,487 shares — an estimated $850K sold.

Avitas Wealth Management first reported a position in AEE in Q3 2023 and held it in 3 quarters. The position peaked at $850K in Q1 2024. 661 funds tracked by Wall St. Rank hold AEE as of Q2 2024.

  • Avitas Wealth Management reported no remaining Ameren position as of Q2 2024 after selling out during the quarter.
  • Avitas Wealth Management sold 11,487 Ameren shares in Q2 2024, an estimated $850K.
  • Avitas Wealth Management first reported a position in Ameren in Q3 2023 and held it in 3 quarters.
  • Avitas Wealth Management's Ameren position peaked at $850K in Q1 2024.
  • 661 funds tracked by Wall St. Rank held Ameren as of Q2 2024.

Based on Avitas Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.