Consolidated Planning Corp’s Ameren AEE Stock Holding History

Consolidated Planning Corp’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 Q4	–	Sell	-413	Closed	-$33K	–	71
2021 Q3	$33K	Buy	+413	New	+$35.2K	0.02%	199

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Consolidated Planning Corp's AEE Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Ameren (AEE) in Q4 2021, closing a stake of 413 shares — an estimated $33K sold.

Consolidated Planning Corp first reported a position in AEE in Q3 2021 and held it in 1 quarter. The position peaked at $33K in Q3 2021. 658 funds tracked by Wall St. Rank hold AEE as of Q4 2021.

Consolidated Planning Corp reported no remaining Ameren position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 413 Ameren shares in Q4 2021, an estimated $33K.
Consolidated Planning Corp first reported a position in Ameren in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's Ameren position peaked at $33K in Q3 2021.
658 funds tracked by Wall St. Rank held Ameren as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.