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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
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Liberty Wealth Management's AEE Position: Q4 2021 in Review

Liberty Wealth Management sold out of Ameren (AEE) in Q4 2021, closing a stake of 40 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in AEE in Q4 2018 and held it in 12 quarters. The position peaked at $3K in Q3 2021. 659 funds tracked by Wall St. Rank hold AEE as of Q4 2021.

  • Liberty Wealth Management reported no remaining Ameren position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 40 Ameren shares in Q4 2021, an estimated $3K.
  • Liberty Wealth Management first reported a position in Ameren in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Ameren position peaked at $3K in Q3 2021.
  • 659 funds tracked by Wall St. Rank held Ameren as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.