Halpern Financial’s Ameren AEE Stock Holding History

Halpern Financial’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 Q1	–	Sell	-150	Closed	-$13.4K	–	224
2021 Q4	$13.4K	Buy	+150	New	+$12.7K	0.01%	166

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Halpern Financial's AEE Position: Q1 2022 in Review

Halpern Financial sold out of Ameren (AEE) in Q1 2022, closing a stake of 150 shares — an estimated $13.4K sold.

Halpern Financial first reported a position in AEE in Q4 2021 and held it in 1 quarter. The position peaked at $13.4K in Q4 2021. 663 funds tracked by Wall St. Rank hold AEE as of Q1 2022.

Halpern Financial reported no remaining Ameren position as of Q1 2022 after selling out during the quarter.
Halpern Financial sold 150 Ameren shares in Q1 2022, an estimated $13.4K.
Halpern Financial first reported a position in Ameren in Q4 2021 and held it in 1 quarter.
Halpern Financial's Ameren position peaked at $13.4K in Q4 2021.
663 funds tracked by Wall St. Rank held Ameren as of Q1 2022.

Based on Halpern Financial's 13F filing for Q1 2022, filed 21 Sep 2023.