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Jamison Private Wealth Management’s Ameren AEE Stock Holding History

Jamison Private 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
2024
Q4 		– Sell
-505
Closed -$44.2K – 207
2024
Q3 		$44.2K Buy
+505
New +$40.5K 0.01% 258

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 $865B AUM 30.76% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jamison Private Wealth Management's AEE Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Ameren (AEE) in Q4 2024, closing a stake of 505 shares — an estimated $44.2K sold.

Jamison Private Wealth Management first reported a position in AEE in Q3 2024 and held it in 1 quarter. The position peaked at $44.2K in Q3 2024. 736 funds tracked by Wall St. Rank hold AEE as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Ameren position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 505 Ameren shares in Q4 2024, an estimated $44.2K.
  • Jamison Private Wealth Management first reported a position in Ameren in Q3 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's Ameren position peaked at $44.2K in Q3 2024.
  • 736 funds tracked by Wall St. Rank held Ameren as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.