FFM
AEE icon

Forum Financial Management’s Ameren AEE Stock Holding History

Forum Financial Management’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
2023
Q2 		– Sell
-2,739
Closed -$237K – 661
2023
Q1 		$237K Buy
2,739
+319
+13% +$27.3K 0.01% 483
2022
Q4 		$215K Buy
+2,420
New +$203K 0.01% 527
2022
Q3 		– Sell
-2,920
Closed -$264K – 547
2022
Q2 		$264K Hold
2,920
– – 0.01% 403
2022
Q1 		$273K Hold
2,920
– – 0.01% 438
2021
Q4 		$260K Buy
+2,920
New +$248K 0.01% 483

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
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 $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Forum Financial Management's AEE Position: Q2 2023 in Review

Forum Financial Management sold out of Ameren (AEE) in Q2 2023, closing a stake of 2,739 shares — an estimated $237K sold.

Forum Financial Management first reported a position in AEE in Q4 2021 and held it in 5 quarters. The position peaked at $273K in Q1 2022. 674 funds tracked by Wall St. Rank hold AEE as of Q2 2023.

  • Forum Financial Management reported no remaining Ameren position as of Q2 2023 after selling out during the quarter.
  • Forum Financial Management sold 2,739 Ameren shares in Q2 2023, an estimated $237K.
  • Forum Financial Management first reported a position in Ameren in Q4 2021 and held it in 5 quarters.
  • Forum Financial Management's Ameren position peaked at $273K in Q1 2022.
  • 674 funds tracked by Wall St. Rank held Ameren as of Q2 2023.

Based on Forum Financial Management's 13F filing for Q2 2023, filed 26 Jul 2023.