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Laurel Wealth Advisors (California)’s Ameren AEE Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$761K Buy
8,558
+2
+0% +$168 0.08% 275
2022
Q3 		$690K Buy
8,556
+52
+0.6% +$4.75K 0.07% 284
2022
Q2 		$769K Buy
8,504
+1
+0% +$93 0.08% 256
2022
Q1 		$798K Sell
8,503
-14
-0.2% -$1.23K 0.07% 292
2021
Q4 		$758K Buy
8,517
+261
+3% +$22.2K 0.06% 333
2021
Q3 		$669K Sell
8,256
-262
-3% -$22.4K 0.12% 193
2021
Q2 		$682K Buy
8,518
+2
+0% +$167 0.09% 223
2021
Q1 		$693K Buy
8,516
+17
+0.2% +$1.27K 0.1% 202
2020
Q4 		$663K Buy
8,499
+1
+0% +$80 0.1% 198
2020
Q3 		$672K Sell
8,498
-465
-5% -$36.5K 0.11% 194
2020
Q2 		$631K Sell
8,963
-161
-2% -$11.7K 0.12% 189
2020
Q1 		$664K Sell
9,124
-251
-3% -$19.9K 0.15% 160
2019
Q4 		$720K Sell
9,375
-415
-4% -$31.5K 0.12% 193
2019
Q3 		$784K Buy
9,790
+655
+7% +$50.3K 0.13% 180
2019
Q2 		$686K Sell
9,135
-394
-4% -$29.1K 0.15% 155
2019
Q1 		$701K Buy
9,529
+1,032
+12% +$71.9K 0.17% 141
2018
Q4 		$554K Sell
8,497
-1,028
-11% -$68.5K 0.16% 146
2018
Q3 		$602K Buy
9,525
+1,031
+12% +$64.9K 0.15% 152
2018
Q2 		$516K Buy
8,494
+53
+0.6% +$3.05K 0.14% 170
2018
Q1 		$478K Buy
8,441
+2
+0% +$111 0.15% 167
2017
Q4 		$497K Buy
8,439
+2
+0% +$123 0.14% 172
2017
Q3 		$488K Buy
8,437
+2
+0% +$116 0.16% 149
2017
Q2 		$461K Buy
8,435
+2
+0% +$111 0.16% 161
2017
Q1 		$460K Buy
+8,433
New +$451K 0.18% 146

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AEE Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Ameren (AEE) stake by 0.02% in Q4 2022, buying an estimated $168 and bringing the position to 8,558 shares worth $761K. The position accounts for 0.08% of the portfolio, ranked #275.

Laurel Wealth Advisors (California) first reported a position in AEE in Q1 2017 and has held it in 24 quarters since. The position peaked at $798K in Q1 2022. 680 funds tracked by Wall St. Rank hold AEE as of Q4 2022.

  • Laurel Wealth Advisors (California) held 8,558 shares of Ameren worth $761K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 2 Ameren shares in Q4 2022, an estimated $168.
  • Ameren made up 0.08% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #275 holding.
  • Laurel Wealth Advisors (California) first reported a position in Ameren in Q1 2017 and has held it in 24 quarters since.
  • Laurel Wealth Advisors (California)'s Ameren position peaked at $798K in Q1 2022.
  • 680 funds tracked by Wall St. Rank held Ameren as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.