Level Financial Advisors’s Ameren AEE Stock Holding History

Level Financial 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
2023 Q1	–	Sell	-14	Closed	-$1K	–	248
2022 Q4	$1K	Buy	+14	New	+$1.18K	﹤0.01%	236

Other funds holding AEE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Level Financial Advisors's AEE Position: Q1 2023 in Review

Level Financial Advisors sold out of Ameren (AEE) in Q1 2023, closing a stake of 14 shares — an estimated $1K sold.

Level Financial Advisors first reported a position in AEE in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 673 funds tracked by Wall St. Rank hold AEE as of Q1 2023.

Level Financial Advisors reported no remaining Ameren position as of Q1 2023 after selling out during the quarter.
Level Financial Advisors sold 14 Ameren shares in Q1 2023, an estimated $1K.
Level Financial Advisors first reported a position in Ameren in Q4 2022 and held it in 1 quarter.
Level Financial Advisors's Ameren position peaked at $1K in Q4 2022.
673 funds tracked by Wall St. Rank held Ameren as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.