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Newbridge Financial Services Group’s Ameren AEE Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-90
Closed -$6.4K – 670
2024
Q2 		$6.4K Hold
90
– – ﹤0.01% 788
2024
Q1 		$6.66K Buy
+90
New +$6.4K ﹤0.01% 846
2023
Q4 		– Sell
-249
Closed -$18.6K – 1126
2023
Q3 		$18.6K Buy
249
+1
+0.4% +$82 0.01% 657
2023
Q2 		$20.2K Buy
248
+1
+0.4% +$86 0.01% 697
2023
Q1 		$21.3K Sell
247
-10
-4% -$856 0.01% 687
2022
Q4 		$22.8K Buy
257
+2
+0.8% +$168 0.01% 677
2022
Q3 		$21K Buy
255
+1
+0.4% +$91 0.01% 677
2022
Q2 		$23K Sell
254
-13
-5% -$1.2K 0.01% 615
2022
Q1 		$25K Buy
267
+1
+0.4% +$88 0.01% 656
2021
Q4 		$24K Buy
266
+19
+8% +$1.61K 0.01% 666
2021
Q3 		$20K Sell
247
-417
-63% -$35.6K 0.01% 658
2021
Q2 		$53K Buy
664
+1
+0.2% +$84 0.03% 431
2021
Q1 		$54K Buy
663
+1
+0.2% +$75 0.04% 376
2020
Q4 		$52K Buy
662
+1
+0.2% +$80 0.04% 322
2020
Q3 		$52K Buy
+661
New +$51.9K 0.05% 312

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

Newbridge Financial Services Group's AEE Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of Ameren (AEE) in Q3 2024, closing a stake of 90 shares — an estimated $6.4K sold.

Newbridge Financial Services Group first reported a position in AEE in Q3 2020 and held it in 15 quarters. The position peaked at $54K in Q1 2021. 682 funds tracked by Wall St. Rank hold AEE as of Q3 2024.

  • Newbridge Financial Services Group reported no remaining Ameren position as of Q3 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 90 Ameren shares in Q3 2024, an estimated $6.4K.
  • Newbridge Financial Services Group first reported a position in Ameren in Q3 2020 and held it in 15 quarters.
  • Newbridge Financial Services Group's Ameren position peaked at $54K in Q1 2021.
  • 682 funds tracked by Wall St. Rank held Ameren as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.