Baystate Wealth Management’s Ameren AEE Stock Holding History

Baystate 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
2023 Q4	$5.1K	Hold	70	–	–	﹤0.01%	884
2023 Q3	$5.24K	Buy	70 +1	+1%	+$82	﹤0.01%	680
2023 Q2	$5.68K	Hold	69	–	–	﹤0.01%	681
2023 Q1	$5.96K	Buy	69 +1	+1%	+$86	﹤0.01%	658
2022 Q4	$6K	Hold	68	–	–	﹤0.01%	651
2022 Q3	$5K	Buy	68 +1	+1%	+$91	﹤0.01%	632
2022 Q2	$6K	Hold	67	–	–	﹤0.01%	636
2022 Q1	$6K	Buy	67 +58	+644%	+$5.08K	﹤0.01%	631
2021 Q4	$1K	Sell	9 -31	-78%	-$2.63K	﹤0.01%	796
2021 Q3	$3K	Buy	40 +31	+344%	+$2.65K	﹤0.01%	629
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	691
2021 Q1	$1K	Buy	+9	New	+$674	﹤0.01%	624

Other funds holding AEE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Baystate Wealth Management's AEE Position: Q4 2023 in Review

Baystate Wealth Management held its Ameren (AEE) position steady in Q4 2023 at 70 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Baystate Wealth Management first reported a position in AEE in Q1 2021 and has held it in 12 quarters since. The position peaked at $6K in Q4 2022. 680 funds tracked by Wall St. Rank hold AEE as of Q4 2023.

Baystate Wealth Management held 70 shares of Ameren worth $5.1K as of Q4 2023.
Baystate Wealth Management left its Ameren share count unchanged in Q4 2023.
Ameren made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #884 holding.
Baystate Wealth Management first reported a position in Ameren in Q1 2021 and has held it in 12 quarters since.
Baystate Wealth Management's Ameren position peaked at $6K in Q4 2022.
680 funds tracked by Wall St. Rank held Ameren as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.