Pathstone Family Office’s Ameren AEE Stock Holding History

Pathstone Family Office’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	$1.4M	Buy	18,707 +11,237	+150%	+$916K	0.01%	581
2023 Q2	$613K	Buy	7,470 +1,244	+20%	+$107K	0.01%	662
2023 Q1	$538K	Sell	6,226 -13,387	-68%	-$1.15M	0.01%	660
2022 Q4	$1.74M	Sell	19,613 -1,456	-7%	-$122K	0.01%	541
2022 Q3	$1.7M	Buy	21,069 +14,788	+235%	+$1.35M	0.02%	502
2022 Q2	$567K	Buy	6,281 +813	+15%	+$75.3K	0.01%	523
2022 Q1	$512K	Buy	+5,468	New	+$479K	0.01%	538
2021 Q1	–	Sell	-160	Closed	-$12K	–	668
2020 Q4	$12K	Buy	+160	New	+$12.8K	﹤0.01%	837
2019 Q1	–	Sell	-47	Closed	-$3K	–	877
2018 Q4	$3K	Buy	+47	New	+$3.13K	﹤0.01%	412

Other funds holding AEE

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Pathstone Family Office's AEE Position: Q3 2023 in Review

Pathstone Family Office increased its Ameren (AEE) stake by 150% in Q3 2023, buying an estimated $916K and bringing the position to 18,707 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #581.

Pathstone Family Office first reported a position in AEE in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.74M in Q4 2022. 669 funds tracked by Wall St. Rank hold AEE as of Q3 2023.

Pathstone Family Office held 18,707 shares of Ameren worth $1.4M as of Q3 2023.
Pathstone Family Office bought 11,237 Ameren shares in Q3 2023, an estimated $916K.
Ameren made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #581 holding.
Pathstone Family Office first reported a position in Ameren in Q4 2018 and has held it in 9 quarters since.
Pathstone Family Office's Ameren position peaked at $1.74M in Q4 2022.
669 funds tracked by Wall St. Rank held Ameren as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.