Moisand Fitzgerald Tamayo’s Ameren AEE Stock Holding History

Moisand Fitzgerald Tamayo’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 Q3	–	Sell	-43	Closed	-$3.51K	–	766
2023 Q2	$3.51K	Hold	43	–	–	﹤0.01%	450
2023 Q1	$3.71K	Hold	43	–	–	﹤0.01%	452
2022 Q4	$3.82K	Buy	+43	New	+$3.61K	﹤0.01%	441
2020 Q2	–	Sell	-1,000	Closed	-$73K	–	311
2020 Q1	$73K	Hold	1,000	–	–	0.05%	98
2019 Q4	$77K	Hold	1,000	–	–	0.04%	105
2019 Q3	$80K	Sell	1,000 -1,000	-50%	-$76.8K	0.04%	103
2019 Q2	$150K	Hold	2,000	–	–	0.08%	81
2019 Q1	$147K	Hold	2,000	–	–	0.08%	81
2018 Q4	$130K	Hold	2,000	–	–	0.08%	84
2018 Q3	$126K	Hold	2,000	–	–	0.07%	89
2018 Q2	$122K	Hold	2,000	–	–	0.07%	88
2018 Q1	$113K	Hold	2,000	–	–	0.07%	92
2017 Q4	$118K	Hold	2,000	–	–	0.07%	80
2017 Q3	$116K	Buy	+2,000	New	+$116K	0.07%	81

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 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Moisand Fitzgerald Tamayo's AEE Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of Ameren (AEE) in Q3 2023, closing a stake of 43 shares — an estimated $3.51K sold.

Moisand Fitzgerald Tamayo first reported a position in AEE in Q3 2017 and held it in 14 quarters. The position peaked at $150K in Q2 2019. 669 funds tracked by Wall St. Rank hold AEE as of Q3 2023.

Moisand Fitzgerald Tamayo reported no remaining Ameren position as of Q3 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 43 Ameren shares in Q3 2023, an estimated $3.51K.
Moisand Fitzgerald Tamayo first reported a position in Ameren in Q3 2017 and held it in 14 quarters.
Moisand Fitzgerald Tamayo's Ameren position peaked at $150K in Q2 2019.
669 funds tracked by Wall St. Rank held Ameren as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.