Regent Peak Wealth Advisors’s Ameren AEE Stock Holding History

Regent Peak Wealth Advisors’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	-311	Closed	-$24K	–	166
2020 Q4	$24K	Buy	+311	New	+$24.9K	0.01%	416

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 $3.38T AUM 44.17% 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

Regent Peak Wealth Advisors's AEE Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Ameren (AEE) in Q1 2021, closing a stake of 311 shares — an estimated $24K sold.

Regent Peak Wealth Advisors first reported a position in AEE in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 579 funds tracked by Wall St. Rank hold AEE as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Ameren position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 311 Ameren shares in Q1 2021, an estimated $24K.
Regent Peak Wealth Advisors first reported a position in Ameren in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Ameren position peaked at $24K in Q4 2020.
579 funds tracked by Wall St. Rank held Ameren as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.