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Cary Street Partners Investment Advisory’s Ameren AEE Stock Holding History

Cary Street Partners Investment Advisory’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 		– Sell
-750
Closed -$56.1K – 662
2023
Q3 		$56.1K Hold
750
– – ﹤0.01% 838
2023
Q2 		$61.3K Hold
750
– – ﹤0.01% 766
2023
Q1 		$64.8K Hold
750
– – ﹤0.01% 681
2022
Q4 		$66.7K Buy
+750
New +$63K ﹤0.01% 672

Other funds holding AEE

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Cary Street Partners Investment Advisory's AEE Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Ameren (AEE) in Q4 2023, closing a stake of 750 shares — an estimated $56.1K sold.

Cary Street Partners Investment Advisory first reported a position in AEE in Q4 2022 and held it in 4 quarters. The position peaked at $66.7K in Q4 2022. 681 funds tracked by Wall St. Rank hold AEE as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Ameren position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 750 Ameren shares in Q4 2023, an estimated $56.1K.
  • Cary Street Partners Investment Advisory first reported a position in Ameren in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Ameren position peaked at $66.7K in Q4 2022.
  • 681 funds tracked by Wall St. Rank held Ameren as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.