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Intelligent Financial Strategies’s Ameren AEE Stock Holding History

Intelligent Financial Strategies’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
Q3 		– Sell
-88
Closed -$6.22K – 82
2024
Q2 		$6.22K Sell
88
-60
-41% -$4.36K ﹤0.01% 82
2024
Q1 		$10.9K Sell
148
-7
-5% -$498 0.01% 85
2023
Q4 		$11.2K Hold
155
– – 0.01% 75
2023
Q3 		$11.6K Hold
155
– – 0.01% 86
2023
Q2 		$12.6K Hold
155
– – 0.01% 85
2023
Q1 		$13.3K Hold
155
– – 0.01% 88
2022
Q4 		$13.7K Hold
155
– – 0.01% 91
2022
Q3 		$12K Hold
155
– – 0.01% 88
2022
Q2 		$14K Hold
155
– – 0.01% 91
2022
Q1 		$14K Hold
155
– – 0.01% 99
2021
Q4 		$14K Buy
+155
New +$13.2K 0.01% 102

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Intelligent Financial Strategies's AEE Position: Q3 2024 in Review

Intelligent Financial Strategies sold out of Ameren (AEE) in Q3 2024, closing a stake of 88 shares — an estimated $6.22K sold.

Intelligent Financial Strategies first reported a position in AEE in Q4 2021 and held it in 11 quarters. The position peaked at $14K in Q2 2022. 682 funds tracked by Wall St. Rank hold AEE as of Q3 2024.

  • Intelligent Financial Strategies reported no remaining Ameren position as of Q3 2024 after selling out during the quarter.
  • Intelligent Financial Strategies sold 88 Ameren shares in Q3 2024, an estimated $6.22K.
  • Intelligent Financial Strategies first reported a position in Ameren in Q4 2021 and held it in 11 quarters.
  • Intelligent Financial Strategies's Ameren position peaked at $14K in Q2 2022.
  • 682 funds tracked by Wall St. Rank held Ameren as of Q3 2024.

Based on Intelligent Financial Strategies's 13F filing for Q3 2024, filed 25 Oct 2024.