Lenox Wealth Advisors’s Ameren AEE Stock Holding History

Lenox Wealth Advisors’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 Q1	$2K	Buy	23 +16	+229%	+$1.4K	﹤0.01%	631
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	787
2021 Q3	$1K	Buy	7 +4	+133%	+$341	﹤0.01%	650
2021 Q2	$0	Hold	3	–	–	﹤0.01%	694
2021 Q1	$0	Buy	+3	New	+$225	﹤0.01%	676
2020 Q1	–	Sell	-4	Closed	–	–	762
2019 Q4	$0	Buy	+4	New	+$304	﹤0.01%	721

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Lenox Wealth Advisors's AEE Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Ameren (AEE) stake by 229% in Q1 2022, buying an estimated $1.4K and bringing the position to 23 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Lenox Wealth Advisors first reported a position in AEE in Q4 2019 and has held it in 6 quarters since. 664 funds tracked by Wall St. Rank hold AEE as of Q1 2022.

Lenox Wealth Advisors held 23 shares of Ameren worth $2K as of Q1 2022.
Lenox Wealth Advisors bought 16 Ameren shares in Q1 2022, an estimated $1.4K.
Ameren made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #631 holding.
Lenox Wealth Advisors first reported a position in Ameren in Q4 2019 and has held it in 6 quarters since.
664 funds tracked by Wall St. Rank held Ameren as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.