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LGT Financial Advisors’s Ameren AEE Stock Holding History

LGT 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
2024
Q2 		– Sell
-467
Closed -$34.5K – 779
2024
Q1 		$34.5K Hold
467
– – 0.04% 273
2023
Q4 		$33.8K Sell
467
-57
-11% -$4.33K 0.04% 254
2023
Q3 		$39.2K Buy
+524
New +$42.7K 0.05% 239

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

LGT Financial Advisors's AEE Position: Q2 2024 in Review

LGT Financial Advisors sold out of Ameren (AEE) in Q2 2024, closing a stake of 467 shares — an estimated $34.5K sold.

LGT Financial Advisors first reported a position in AEE in Q3 2023 and held it in 3 quarters. The position peaked at $39.2K in Q3 2023. 662 funds tracked by Wall St. Rank hold AEE as of Q2 2024.

  • LGT Financial Advisors reported no remaining Ameren position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 467 Ameren shares in Q2 2024, an estimated $34.5K.
  • LGT Financial Advisors first reported a position in Ameren in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's Ameren position peaked at $39.2K in Q3 2023.
  • 662 funds tracked by Wall St. Rank held Ameren as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.