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RDA Financial Network’s Ameren AEE Stock Holding History

RDA Financial Network’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 		– Sell
-3,625
Closed -$296K – 221
2023
Q2 		$296K Sell
3,625
-252
-6% -$21.6K 0.12% 168
2023
Q1 		$335K Sell
3,877
-620
-14% -$53.1K 0.15% 143
2022
Q4 		$400K Sell
4,497
-60
-1% -$5.04K 0.2% 118
2022
Q3 		$367K Buy
4,557
+50
+1% +$4.56K 0.2% 124
2022
Q2 		$407K Hold
4,507
– – 0.21% 120
2022
Q1 		$423K Sell
4,507
-275
-6% -$24.1K 0.18% 128
2021
Q4 		$426K Sell
4,782
-425
-8% -$36.1K 0.17% 134
2021
Q3 		$422K Sell
5,207
-50
-1% -$4.26K 0.19% 125
2021
Q2 		$421K Buy
5,257
+219
+4% +$18.3K 0.19% 128
2021
Q1 		$410K Buy
+5,038
New +$377K 0.18% 137

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

RDA Financial Network's AEE Position: Q3 2023 in Review

RDA Financial Network sold out of Ameren (AEE) in Q3 2023, closing a stake of 3,625 shares — an estimated $296K sold.

RDA Financial Network first reported a position in AEE in Q1 2021 and held it in 10 quarters. The position peaked at $426K in Q4 2021. 669 funds tracked by Wall St. Rank hold AEE as of Q3 2023.

  • RDA Financial Network reported no remaining Ameren position as of Q3 2023 after selling out during the quarter.
  • RDA Financial Network sold 3,625 Ameren shares in Q3 2023, an estimated $296K.
  • RDA Financial Network first reported a position in Ameren in Q1 2021 and held it in 10 quarters.
  • RDA Financial Network's Ameren position peaked at $426K in Q4 2021.
  • 669 funds tracked by Wall St. Rank held Ameren as of Q3 2023.

Based on RDA Financial Network's 13F filing for Q3 2023, filed 18 Oct 2023.