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Beaird Harris Wealth Management’s Ameren AEE Stock Holding History

Beaird Harris 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
Q3 		– Sell
-237
Closed -$16.9K – 514
2024
Q2 		$16.9K Hold
237
– – ﹤0.01% 313
2024
Q1 		$17.5K Hold
237
– – ﹤0.01% 291
2023
Q4 		$17.1K Hold
237
– – ﹤0.01% 279
2023
Q3 		$17.7K Hold
237
– – ﹤0.01% 239
2023
Q2 		$19.4K Hold
237
– – ﹤0.01% 230
2023
Q1 		$20.5K Sell
237
-144
-38% -$12.3K ﹤0.01% 225
2022
Q4 		$33.9K Buy
381
+144
+61% +$12.1K 0.01% 206
2022
Q3 		$19K Buy
+237
New +$21.6K ﹤0.01% 232
2022
Q2 		– Sell
-281
Closed -$26K – 404
2022
Q1 		$26K Buy
281
+44
+19% +$3.85K 0.01% 233
2021
Q4 		$21K Buy
+237
New +$20.1K 0.01% 320

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 $5.7T 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 $431B 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return