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Evolution Wealth Advisors’s Ameren AEE Stock Holding History

Evolution 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
2021
Q4 		– Sell
-46
Closed -$4K – 151
2021
Q3 		$4K Hold
46
– – ﹤0.01% 533
2021
Q2 		$4K Hold
46
– – ﹤0.01% 534
2021
Q1 		$4K Hold
46
– – ﹤0.01% 542
2020
Q4 		$4K Hold
46
– – ﹤0.01% 461
2020
Q3 		$4K Hold
46
– – ﹤0.01% 448
2020
Q2 		$3K Buy
+46
New +$3.33K ﹤0.01% 415
2019
Q4 		– Sell
-46
Closed -$4K – 622
2019
Q3 		$4K Hold
46
– – ﹤0.01% 297
2019
Q2 		$3K Buy
+46
New +$3.39K ﹤0.01% 324

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Evolution Wealth Advisors's AEE Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Ameren (AEE) in Q4 2021, closing a stake of 46 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in AEE in Q2 2019 and held it in 8 quarters. The position peaked at $4K in Q3 2021. 659 funds tracked by Wall St. Rank hold AEE as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Ameren position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 46 Ameren shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Ameren in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Ameren position peaked at $4K in Q3 2021.
  • 659 funds tracked by Wall St. Rank held Ameren as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.