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Evoke Wealth’s Ameren AEE Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-44
Closed -$4K – 370
2022
Q3 		$4K Sell
44
-28
-39% -$2.56K ﹤0.01% 903
2022
Q2 		$7K Sell
72
-1
-1% -$93 ﹤0.01% 818
2022
Q1 		$7K Sell
73
-1
-1% -$88 ﹤0.01% 824
2021
Q4 		$7K Buy
74
+60
+429% +$5.1K ﹤0.01% 831
2021
Q3 		$1K Hold
14
– – ﹤0.01% 1053
2021
Q2 		$1K Sell
14
-3
-18% -$251 ﹤0.01% 1093
2021
Q1 		$1K Hold
17
– – ﹤0.01% 1084
2020
Q4 		$1K Hold
17
– – ﹤0.01% 933
2020
Q3 		$1K Sell
17
-33
-66% -$2.59K ﹤0.01% 895
2020
Q2 		$4K Sell
50
-11
-18% -$797 ﹤0.01% 695
2020
Q1 		$4.44K Sell
61
-33
-35% -$2.62K ﹤0.01% 638
2019
Q4 		$7.2K Buy
94
+1
+1% +$76 ﹤0.01% 833
2019
Q3 		$7.49K Buy
+93
New +$7.14K ﹤0.01% 895

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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Evoke Wealth's AEE Position: Q4 2022 in Review

Evoke Wealth sold out of Ameren (AEE) in Q4 2022, closing a stake of 44 shares — an estimated $4K sold.

Evoke Wealth first reported a position in AEE in Q3 2019 and held it in 13 quarters. The position peaked at $7.49K in Q3 2019. 680 funds tracked by Wall St. Rank hold AEE as of Q4 2022.

  • Evoke Wealth reported no remaining Ameren position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 44 Ameren shares in Q4 2022, an estimated $4K.
  • Evoke Wealth first reported a position in Ameren in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Ameren position peaked at $7.49K in Q3 2019.
  • 680 funds tracked by Wall St. Rank held Ameren as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.