B. Riley Wealth Advisors’s Ameren AEE Stock Holding History

B. Riley Wealth Advisors’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
2023 Q3	–	Sell	-12,015	Closed	-$981K	–	1452
2023 Q2	$981K	Buy	12,015 +9,509	+379%	+$814K	0.02%	577
2023 Q1	$216K	Sell	2,506 -1,487	-37%	-$127K	0.01%	1255
2022 Q4	$355K	Buy	3,993 +1,014	+34%	+$85.2K	0.01%	952
2022 Q3	$240K	Buy	+2,979	New	+$272K	0.01%	1132
2015 Q1	–	Sell	-636	Closed	-$29K	–	604
2014 Q4	$29K	Buy	+636	New	+$27K	﹤0.01%	2366
2014 Q3	–	Sell	-600	Closed	-$24.5K	–	683
2014 Q2	$24.5K	Buy	+600	New	+$23.9K	0.01%	1378

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

B. Riley Wealth Advisors's AEE Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Ameren (AEE) in Q3 2023, closing a stake of 12,015 shares — an estimated $981K sold.

B. Riley Wealth Advisors first reported a position in AEE in Q2 2014 and held it in 6 quarters. The position peaked at $981K in Q2 2023. 669 funds tracked by Wall St. Rank hold AEE as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Ameren position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 12,015 Ameren shares in Q3 2023, an estimated $981K.
B. Riley Wealth Advisors first reported a position in Ameren in Q2 2014 and held it in 6 quarters.
B. Riley Wealth Advisors's Ameren position peaked at $981K in Q2 2023.
669 funds tracked by Wall St. Rank held Ameren as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.