BDO Wealth Advisors’s Ameren AEE Stock Holding History

BDO 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 Q2	$12.3K	Buy	150 +50	+50%	+$4.28K	﹤0.01%	675
2023 Q1	$8.64K	Hold	100	–	–	﹤0.01%	728
2022 Q4	$8.89K	Hold	100	–	–	﹤0.01%	702
2022 Q3	$8K	Sell	100 -100	-50%	-$9.13K	﹤0.01%	740
2022 Q2	$18K	Hold	200	–	–	﹤0.01%	578
2022 Q1	$19K	Buy	200 +100	+100%	+$8.76K	﹤0.01%	599
2021 Q4	$9K	Sell	100 -204	-67%	-$17.3K	﹤0.01%	734
2021 Q3	$25K	Hold	304	–	–	﹤0.01%	563
2021 Q2	$24K	Hold	304	–	–	﹤0.01%	583
2021 Q1	$25K	Hold	304	–	–	﹤0.01%	573
2020 Q4	$24K	Sell	304 -56	-16%	-$4.49K	﹤0.01%	435
2020 Q3	$28K	Buy	360 +56	+18%	+$4.39K	﹤0.01%	386
2020 Q2	$21K	Hold	304	–	–	﹤0.01%	418
2020 Q1	$22K	Sell	304 -100	-25%	-$7.93K	﹤0.01%	434
2019 Q4	$31K	Buy	404 +100	+33%	+$7.6K	0.01%	349
2019 Q3	$24K	Hold	304	–	–	0.01%	380
2019 Q2	$23K	Hold	304	–	–	0.01%	376
2019 Q1	$22K	Sell	304 -3,995	-93%	-$278K	0.01%	364
2018 Q4	$280K	Hold	4,299	–	–	0.1%	122
2018 Q3	$272K	Hold	4,299	–	–	0.09%	129
2018 Q2	$262K	Buy	+4,299	New	+$247K	0.09%	131

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BDO Wealth Advisors's AEE Position: Q2 2023 in Review

BDO Wealth Advisors increased its Ameren (AEE) stake by 50% in Q2 2023, buying an estimated $4.28K and bringing the position to 150 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

BDO Wealth Advisors first reported a position in AEE in Q2 2018 and has held it in 21 quarters since. The position peaked at $280K in Q4 2018. 675 funds tracked by Wall St. Rank hold AEE as of Q2 2023.

BDO Wealth Advisors held 150 shares of Ameren worth $12.3K as of Q2 2023.
BDO Wealth Advisors bought 50 Ameren shares in Q2 2023, an estimated $4.28K.
Ameren made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #675 holding.
BDO Wealth Advisors first reported a position in Ameren in Q2 2018 and has held it in 21 quarters since.
BDO Wealth Advisors's Ameren position peaked at $280K in Q4 2018.
675 funds tracked by Wall St. Rank held Ameren as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.