Liberty Wealth Management’s Ameren AEE Stock Holding History

Liberty 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
2021 Q4	–	Sell	-40	Closed	-$3K	–	181
2021 Q3	$3K	Buy	40 +10	+33%	+$853	﹤0.01%	1002
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	893
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	795
2020 Q4	$2K	Buy	30 +10	+50%	+$801	﹤0.01%	791
2020 Q3	$2K	Sell	20 -13	-39%	-$1.02K	﹤0.01%	739
2020 Q2	$2K	Buy	33 +6	+22%	+$435	﹤0.01%	724
2020 Q1	$2K	Hold	27	–	–	﹤0.01%	710
2019 Q4	$2K	Sell	27 -2	-7%	-$152	﹤0.01%	756
2019 Q3	$2K	Sell	29 -4	-12%	-$307	﹤0.01%	725
2019 Q2	$2K	Hold	33	–	–	﹤0.01%	738
2019 Q1	$2K	Hold	33	–	–	﹤0.01%	620
2018 Q4	$2K	Buy	+33	New	+$2.2K	﹤0.01%	664

Other funds holding AEE

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B 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

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

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

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