Oakworth Capital’s Ameren AEE Stock Holding History

Oakworth Capital’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 Q1	–	Sell	-80	Closed	-$6K	–	567
2020 Q4	$6K	Hold	80	–	–	﹤0.01%	468
2020 Q3	$6K	Buy	+80	New	+$6.28K	﹤0.01%	466

Other funds holding AEE

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Oakworth Capital's AEE Position: Q1 2021 in Review

Oakworth Capital sold out of Ameren (AEE) in Q1 2021, closing a stake of 80 shares — an estimated $6K sold.

Oakworth Capital first reported a position in AEE in Q3 2020 and held it in 2 quarters. The position peaked at $6K in Q4 2020. 579 funds tracked by Wall St. Rank hold AEE as of Q1 2021.

Oakworth Capital reported no remaining Ameren position as of Q1 2021 after selling out during the quarter.
Oakworth Capital sold 80 Ameren shares in Q1 2021, an estimated $6K.
Oakworth Capital first reported a position in Ameren in Q3 2020 and held it in 2 quarters.
Oakworth Capital's Ameren position peaked at $6K in Q4 2020.
579 funds tracked by Wall St. Rank held Ameren as of Q1 2021.

Based on Oakworth Capital's 13F filing for Q1 2021, filed 30 Apr 2021.