Global Wealth Management Investment Advisory’s Ameren AEE Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-425	Closed	-$30.7K	–	143
2023 Q4	$30.7K	Hold	425	–	–	0.01%	222
2023 Q3	$31.8K	Hold	425	–	–	0.01%	219
2023 Q2	$34.7K	Buy	+425	New	+$36.4K	0.01%	214
2022 Q3	–	Sell	-425	Closed	-$38K	–	141
2022 Q2	$38K	Hold	425	–	–	0.01%	194
2022 Q1	$40K	Hold	425	–	–	0.01%	206
2021 Q4	$38K	Hold	425	–	–	0.01%	207
2021 Q3	$34K	Hold	425	–	–	0.01%	223
2021 Q2	$34K	Hold	425	–	–	0.01%	211
2021 Q1	$35K	Hold	425	–	–	0.01%	212
2020 Q4	$33K	Hold	425	–	–	0.01%	205
2020 Q3	$34K	Sell	425 -295	-41%	-$23.1K	0.01%	195
2020 Q2	$51K	Hold	720	–	–	0.02%	189
2020 Q1	$52K	Hold	720	–	–	0.03%	166
2019 Q4	$55K	Buy	720 +425	+144%	+$32.3K	0.02%	173
2019 Q3	$24K	Buy	295 +2	+0.7%	+$154	0.01%	229
2019 Q2	$22K	Hold	293	–	–	0.01%	256
2019 Q1	$22K	Hold	293	–	–	0.01%	293
2018 Q4	$19K	Buy	+293	New	+$19.5K	0.01%	301

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Global Wealth Management Investment Advisory's AEE Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Ameren (AEE) in Q1 2024, closing a stake of 425 shares — an estimated $30.7K sold.

Global Wealth Management Investment Advisory first reported a position in AEE in Q4 2018 and held it in 18 quarters. The position peaked at $55K in Q4 2019. 662 funds tracked by Wall St. Rank hold AEE as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Ameren position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 425 Ameren shares in Q1 2024, an estimated $30.7K.
Global Wealth Management Investment Advisory first reported a position in Ameren in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Ameren position peaked at $55K in Q4 2019.
662 funds tracked by Wall St. Rank held Ameren as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.