Planned Solutions’s Ameren AEE Stock Holding History

Planned Solutions’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 Q1	–	Sell	-600	Closed	-$47K	–	67
2020 Q4	$47K	Hold	600	–	–	0.04%	211
2020 Q3	$47K	Buy	+600	New	+$47.1K	0.05%	157

Other funds holding AEE

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

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

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Planned Solutions's AEE Position: Q1 2021 in Review

Planned Solutions sold out of Ameren (AEE) in Q1 2021, closing a stake of 600 shares — an estimated $47K sold.

Planned Solutions first reported a position in AEE in Q3 2020 and held it in 2 quarters. The position peaked at $47K in Q4 2020. 579 funds tracked by Wall St. Rank hold AEE as of Q1 2021.

Planned Solutions reported no remaining Ameren position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 600 Ameren shares in Q1 2021, an estimated $47K.
Planned Solutions first reported a position in Ameren in Q3 2020 and held it in 2 quarters.
Planned Solutions's Ameren position peaked at $47K in Q4 2020.
579 funds tracked by Wall St. Rank held Ameren as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.