CSat Investment Advisory’s Ameren AEE Stock Holding History

CSat 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
2021 Q1	$44K	Buy	542 +148	+38%	+$11.1K	0.04%	222
2020 Q4	$31K	Sell	394 -672	-63%	-$53.8K	0.03%	252
2020 Q3	$84K	Sell	1,066 -3,562	-77%	-$279K	0.01%	531
2020 Q2	$326K	Sell	4,628 -783	-14%	-$56.8K	0.04%	227
2020 Q1	$394K	Buy	5,411 +523	+11%	+$41.5K	0.08%	166
2019 Q4	$376K	Sell	4,888 -161	-3%	-$12.2K	0.1%	182
2019 Q3	$404K	Sell	5,049 -232	-4%	-$17.8K	0.13%	151
2019 Q2	$397K	Buy	5,281 +2,180	+70%	+$161K	0.14%	114
2019 Q1	$228K	Sell	3,101 -35	-1%	-$2.44K	0.12%	116
2018 Q4	$205K	Sell	3,136 -139	-4%	-$9.27K	0.12%	101
2018 Q3	$207K	Buy	3,275 +34	+1%	+$2.14K	0.12%	107
2018 Q2	$197K	Buy	+3,241	New	+$186K	0.1%	116

Other funds holding AEE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CSat Investment Advisory's AEE Position: Q1 2021 in Review

CSat Investment Advisory increased its Ameren (AEE) stake by 38% in Q1 2021, buying an estimated $11.1K and bringing the position to 542 shares worth $44K. The position accounts for 0.04% of the portfolio, ranked #222.

CSat Investment Advisory first reported a position in AEE in Q2 2018 and has held it in 12 quarters since. The position peaked at $404K in Q3 2019. 578 funds tracked by Wall St. Rank hold AEE as of Q1 2021.

CSat Investment Advisory held 542 shares of Ameren worth $44K as of Q1 2021.
CSat Investment Advisory bought 148 Ameren shares in Q1 2021, an estimated $11.1K.
Ameren made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #222 holding.
CSat Investment Advisory first reported a position in Ameren in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Ameren position peaked at $404K in Q3 2019.
578 funds tracked by Wall St. Rank held Ameren as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.