LWM Advisory Services’s Ameren AEE Stock Holding History

LWM Advisory Services’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 Q4	–	Sell	-200	Closed	-$15K	–	81
2023 Q3	$15K	Buy	+200	New	+$16.3K	0.02%	121

Other funds holding AEE

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LWM Advisory Services's AEE Position: Q4 2023 in Review

LWM Advisory Services sold out of Ameren (AEE) in Q4 2023, closing a stake of 200 shares — an estimated $15K sold.

LWM Advisory Services first reported a position in AEE in Q3 2023 and held it in 1 quarter. The position peaked at $15K in Q3 2023. 680 funds tracked by Wall St. Rank hold AEE as of Q4 2023.

LWM Advisory Services reported no remaining Ameren position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 200 Ameren shares in Q4 2023, an estimated $15K.
LWM Advisory Services first reported a position in Ameren in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's Ameren position peaked at $15K in Q3 2023.
680 funds tracked by Wall St. Rank held Ameren as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.