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Okabena Investment Services’s Ameren AEE Stock Holding History

Okabena Investment 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
Q3 		– Sell
-106
Closed -$8.66K – 104
2023
Q2 		$8.66K Buy
+106
New +$9.08K 0.01% 139

Other funds holding AEE

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Okabena Investment Services's AEE Position: Q3 2023 in Review

Okabena Investment Services sold out of Ameren (AEE) in Q3 2023, closing a stake of 106 shares — an estimated $8.66K sold.

Okabena Investment Services first reported a position in AEE in Q2 2023 and held it in 1 quarter. The position peaked at $8.66K in Q2 2023. 669 funds tracked by Wall St. Rank hold AEE as of Q3 2023.

  • Okabena Investment Services reported no remaining Ameren position as of Q3 2023 after selling out during the quarter.
  • Okabena Investment Services sold 106 Ameren shares in Q3 2023, an estimated $8.66K.
  • Okabena Investment Services first reported a position in Ameren in Q2 2023 and held it in 1 quarter.
  • Okabena Investment Services's Ameren position peaked at $8.66K in Q2 2023.
  • 669 funds tracked by Wall St. Rank held Ameren as of Q3 2023.

Based on Okabena Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.