Optimal Asset Management’s Ameren AEE Stock Holding History

Optimal Asset Management’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 Q3	$1.73M	Buy	21,300 +28	+0.1%	+$2.39K	0.22%	160
2021 Q2	$1.7M	Buy	21,272 +1	+0%	+$84	0.2%	174
2021 Q1	$1.73M	Buy	21,271 +8,701	+69%	+$652K	0.22%	159
2020 Q4	$981K	Sell	12,570 -2	-0%	-$160	0.14%	236
2020 Q3	$994K	Buy	12,572 +2,954	+31%	+$232K	0.14%	226
2020 Q2	$677K	Buy	+9,618	New	+$697K	0.11%	284
2020 Q1	–	Sell	-27,136	Closed	-$2.08M	–	393
2019 Q4	$2.08M	Buy	+27,136	New	+$2.06M	0.32%	116

Other funds holding AEE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Optimal Asset Management's AEE Position: Q3 2021 in Review

Optimal Asset Management increased its Ameren (AEE) stake by 0.13% in Q3 2021, buying an estimated $2.39K and bringing the position to 21,300 shares worth $1.73M. The position accounts for 0.22% of the portfolio, ranked #160.

Optimal Asset Management first reported a position in AEE in Q4 2019 and has held it in 7 quarters since. The position peaked at $2.08M in Q4 2019. 591 funds tracked by Wall St. Rank hold AEE as of Q3 2021.

Optimal Asset Management held 21,300 shares of Ameren worth $1.73M as of Q3 2021.
Optimal Asset Management bought 28 Ameren shares in Q3 2021, an estimated $2.39K.
Ameren made up 0.22% of Optimal Asset Management's portfolio in Q3 2021, its #160 holding.
Optimal Asset Management first reported a position in Ameren in Q4 2019 and has held it in 7 quarters since.
Optimal Asset Management's Ameren position peaked at $2.08M in Q4 2019.
591 funds tracked by Wall St. Rank held Ameren as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.