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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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Beaird Harris Wealth Management's AEE Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Ameren (AEE) in Q3 2024, closing a stake of 237 shares — an estimated $16.9K sold.

Beaird Harris Wealth Management first reported a position in AEE in Q4 2021 and held it in 10 quarters. The position peaked at $33.9K in Q4 2022. 682 funds tracked by Wall St. Rank hold AEE as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Ameren position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 237 Ameren shares in Q3 2024, an estimated $16.9K.
  • Beaird Harris Wealth Management first reported a position in Ameren in Q4 2021 and held it in 10 quarters.
  • Beaird Harris Wealth Management's Ameren position peaked at $33.9K in Q4 2022.
  • 682 funds tracked by Wall St. Rank held Ameren as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.