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Jackson Wealth Management’s Ameren AEE Stock Holding History

Jackson 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
2021
Q3 		– Sell
-18,938
Closed -$1.52M – 86
2021
Q2 		$1.52M Sell
18,938
-718
-4% -$60.1K 0.19% 91
2021
Q1 		$1.6M Sell
19,656
-430
-2% -$32.2K 0.24% 89
2020
Q4 		$1.57M Buy
20,086
+2,682
+15% +$215K 0.21% 93
2020
Q3 		$1.38M Buy
17,404
+1,506
+9% +$118K 0.21% 88
2020
Q2 		$1.12M Buy
15,898
+4,140
+35% +$300K 0.2% 93
2020
Q1 		$830K Buy
+11,758
New +$932K 0.17% 81

Other funds holding AEE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Jackson Wealth Management's AEE Position: Q3 2021 in Review

Jackson Wealth Management sold out of Ameren (AEE) in Q3 2021, closing a stake of 18,938 shares — an estimated $1.52M sold.

Jackson Wealth Management first reported a position in AEE in Q1 2020 and held it in 6 quarters. The position peaked at $1.6M in Q1 2021. 592 funds tracked by Wall St. Rank hold AEE as of Q3 2021.

  • Jackson Wealth Management reported no remaining Ameren position as of Q3 2021 after selling out during the quarter.
  • Jackson Wealth Management sold 18,938 Ameren shares in Q3 2021, an estimated $1.52M.
  • Jackson Wealth Management first reported a position in Ameren in Q1 2020 and held it in 6 quarters.
  • Jackson Wealth Management's Ameren position peaked at $1.6M in Q1 2021.
  • 592 funds tracked by Wall St. Rank held Ameren as of Q3 2021.

Based on Jackson Wealth Management's 13F filing for Q3 2021, filed 10 Dec 2021.