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FormulaFolio Investments’s Ameren AEE Stock Holding History

FormulaFolio Investments’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
Q2 		$82K Hold
1,030
– – 0.03% 119
2021
Q1 		$86K Buy
+1,030
New +$77.2K 0.03% 115
2019
Q2 		– Sell
-3,481
Closed -$256K – 317
2019
Q1 		$256K Buy
+3,481
New +$243K 0.01% 285
2017
Q1 		– Sell
-11,810
Closed -$620K – 213
2016
Q4 		$620K Buy
+11,810
New +$586K 0.08% 81

Other funds holding AEE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FormulaFolio Investments's AEE Position: Q2 2021 in Review

FormulaFolio Investments held its Ameren (AEE) position steady in Q2 2021 at 1,030 shares worth $82K. The position accounts for 0.03% of the portfolio, ranked #119.

FormulaFolio Investments first reported a position in AEE in Q4 2016 and has held it in 4 quarters since. The position peaked at $620K in Q4 2016. 596 funds tracked by Wall St. Rank hold AEE as of Q2 2021.

  • FormulaFolio Investments held 1,030 shares of Ameren worth $82K as of Q2 2021.
  • FormulaFolio Investments left its Ameren share count unchanged in Q2 2021.
  • Ameren made up 0.03% of FormulaFolio Investments's portfolio in Q2 2021, its #119 holding.
  • FormulaFolio Investments first reported a position in Ameren in Q4 2016 and has held it in 4 quarters since.
  • FormulaFolio Investments's Ameren position peaked at $620K in Q4 2016.
  • 596 funds tracked by Wall St. Rank held Ameren as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.