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Independent Solutions Wealth Management’s Ameren AEE Stock Holding History

Independent Solutions Wealth 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
Q1 		– Sell
-2,691
Closed -$239K – 211
2022
Q4 		$239K Sell
2,691
-287
-10% -$24.1K 0.07% 190
2022
Q3 		$240K Buy
2,978
+633
+27% +$57.8K 0.08% 186
2022
Q2 		$212K Buy
+2,345
New +$217K 0.07% 207

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

Independent Solutions Wealth Management's AEE Position: Q1 2023 in Review

Independent Solutions Wealth Management sold out of Ameren (AEE) in Q1 2023, closing a stake of 2,691 shares — an estimated $239K sold.

Independent Solutions Wealth Management first reported a position in AEE in Q2 2022 and held it in 3 quarters. The position peaked at $240K in Q3 2022. 673 funds tracked by Wall St. Rank hold AEE as of Q1 2023.

  • Independent Solutions Wealth Management reported no remaining Ameren position as of Q1 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,691 Ameren shares in Q1 2023, an estimated $239K.
  • Independent Solutions Wealth Management first reported a position in Ameren in Q2 2022 and held it in 3 quarters.
  • Independent Solutions Wealth Management's Ameren position peaked at $240K in Q3 2022.
  • 673 funds tracked by Wall St. Rank held Ameren as of Q1 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2023, filed 19 Dec 2024.