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Engrave Wealth Partners’s Ameren AEE Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-400
Closed -$28K – 57
2020
Q2 		$28K Hold
400
– – 0.02% 152
2020
Q1 		$29K Hold
400
– – 0.03% 124
2019
Q4 		$30K Buy
+400
New +$30.4K 0.03% 176

Other funds holding AEE

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Engrave Wealth Partners's AEE Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Ameren (AEE) in Q3 2020, closing a stake of 400 shares — an estimated $28K sold.

Engrave Wealth Partners first reported a position in AEE in Q4 2019 and held it in 3 quarters. The position peaked at $30K in Q4 2019. 568 funds tracked by Wall St. Rank hold AEE as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Ameren position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 400 Ameren shares in Q3 2020, an estimated $28K.
  • Engrave Wealth Partners first reported a position in Ameren in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Ameren position peaked at $30K in Q4 2019.
  • 568 funds tracked by Wall St. Rank held Ameren as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.