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Burt Wealth Advisors’s Ameren AEE Stock Holding History

Burt 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
2021
Q1 		– Sell
-67
Closed -$5K – 96
2020
Q4 		$5K Hold
67
– – ﹤0.01% 311
2020
Q3 		$5K Hold
67
– – ﹤0.01% 307
2020
Q2 		$5K Buy
+67
New +$4.86K ﹤0.01% 295
2017
Q1 		– Sell
-77
Closed -$4K – 351
2016
Q4 		$4K Buy
+77
New +$3.82K ﹤0.01% 328

Other funds holding AEE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Burt Wealth Advisors's AEE Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Ameren (AEE) in Q1 2021, closing a stake of 67 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in AEE in Q4 2016 and held it in 4 quarters. The position peaked at $5K in Q4 2020. 579 funds tracked by Wall St. Rank hold AEE as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Ameren position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 67 Ameren shares in Q1 2021, an estimated $5K.
  • Burt Wealth Advisors first reported a position in Ameren in Q4 2016 and held it in 4 quarters.
  • Burt Wealth Advisors's Ameren position peaked at $5K in Q4 2020.
  • 579 funds tracked by Wall St. Rank held Ameren as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.