Patriot Financial Group Insurance Agency’s Ameren AEE Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-68	Closed	-$6K	–	435
2022 Q2	$6K	Hold	68	–	–	﹤0.01%	1405
2022 Q1	$6K	Hold	68	–	–	﹤0.01%	1529
2021 Q4	$6K	Hold	68	–	–	﹤0.01%	1638
2021 Q3	$6K	Hold	68	–	–	﹤0.01%	1622
2021 Q2	$5K	Hold	68	–	–	﹤0.01%	1623
2021 Q1	$6K	Sell	68 -201	-75%	-$15.1K	﹤0.01%	1491
2020 Q4	$21K	Hold	269	–	–	0.01%	947
2020 Q3	$21K	Hold	269	–	–	0.01%	775
2020 Q2	$19K	Sell	269 -18	-6%	-$1.3K	0.01%	753
2020 Q1	$21K	Buy	+287	New	+$22.8K	0.01%	646
2019 Q3	–	Sell	-1	Closed	-$1K	–	1289
2019 Q2	$1K	Buy	+1	New	+$74	﹤0.01%	1171

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

PAMS

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

Patriot Financial Group Insurance Agency's AEE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Ameren (AEE) in Q3 2022, closing a stake of 68 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in AEE in Q2 2019 and held it in 11 quarters. The position peaked at $21K in Q4 2020. 657 funds tracked by Wall St. Rank hold AEE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Ameren position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 68 Ameren shares in Q3 2022, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in Ameren in Q2 2019 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's Ameren position peaked at $21K in Q4 2020.
657 funds tracked by Wall St. Rank held Ameren as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.