PFS Investments’s Ameren AEE Stock Holding History

PFS Investments’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 Q4	–	Sell	-2,931	Closed	-$236K	–	446
2022 Q3	$236K	Buy	2,931 +481	+20%	+$43.9K	﹤0.01%	395
2022 Q2	$221K	Buy	+2,450	New	+$227K	﹤0.01%	401

Other funds holding AEE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMS

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

PFS Investments's AEE Position: Q4 2022 in Review

PFS Investments sold out of Ameren (AEE) in Q4 2022, closing a stake of 2,931 shares — an estimated $236K sold.

PFS Investments first reported a position in AEE in Q2 2022 and held it in 2 quarters. The position peaked at $236K in Q3 2022. 680 funds tracked by Wall St. Rank hold AEE as of Q4 2022.

PFS Investments reported no remaining Ameren position as of Q4 2022 after selling out during the quarter.
PFS Investments sold 2,931 Ameren shares in Q4 2022, an estimated $236K.
PFS Investments first reported a position in Ameren in Q2 2022 and held it in 2 quarters.
PFS Investments's Ameren position peaked at $236K in Q3 2022.
680 funds tracked by Wall St. Rank held Ameren as of Q4 2022.

Based on PFS Investments's 13F filing for Q4 2022, filed 14 Feb 2023.