Opal Wealth Advisors’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-41
Closed -$2.92K 205
2024
Q2
$2.92K Buy
+41
New +$2.98K ﹤0.01% 896

Other funds holding AEE

Opal Wealth Advisors's AEE Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Ameren (AEE) in Q3 2024, closing a stake of 41 shares — an estimated $2.92K sold.

Opal Wealth Advisors first reported a position in AEE in Q2 2024 and held it in 1 quarter. The position peaked at $2.92K in Q2 2024. 681 funds tracked by Wall St. Rank hold AEE as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Ameren position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 41 Ameren shares in Q3 2024, an estimated $2.92K.
  • Opal Wealth Advisors first reported a position in Ameren in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Ameren position peaked at $2.92K in Q2 2024.
  • 681 funds tracked by Wall St. Rank held Ameren as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.