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Delos Wealth Advisors’s Ameren AEE Stock Holding History

Delos 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
2024
Q3 		– Sell
-10
Closed -$712 – 192
2024
Q2 		$712 Hold
10
– – ﹤0.01% 278
2024
Q1 		$740 Buy
+10
New +$711 ﹤0.01% 278
2023
Q4 		– Sell
-89
Closed -$7.06K – 343
2023
Q3 		$7.06K Hold
89
– – 0.01% 152
2023
Q2 		$7.27K Hold
89
– – 0.01% 148
2023
Q1 		$7.69K Hold
89
– – 0.01% 143
2022
Q4 		$7.91K Hold
89
– – 0.01% 152
2022
Q3 		$7K Hold
89
– – 0.01% 154
2022
Q2 		$8K Hold
89
– – 0.01% 148
2022
Q1 		$8K Hold
89
– – 0.01% 179
2021
Q4 		$8K Buy
+89
New +$7.56K 0.01% 239

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 $3.37T AUM 44.26% 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

Delos Wealth Advisors's AEE Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Ameren (AEE) in Q3 2024, closing a stake of 10 shares — an estimated $712 sold.

Delos Wealth Advisors first reported a position in AEE in Q4 2021 and held it in 10 quarters. The position peaked at $8K in Q2 2022. 682 funds tracked by Wall St. Rank hold AEE as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Ameren position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 10 Ameren shares in Q3 2024, an estimated $712.
  • Delos Wealth Advisors first reported a position in Ameren in Q4 2021 and held it in 10 quarters.
  • Delos Wealth Advisors's Ameren position peaked at $8K in Q2 2022.
  • 682 funds tracked by Wall St. Rank held Ameren as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.