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Rockbridge Investment Management’s Ameren AEE Stock Holding History

Rockbridge Investment Management’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
2024
Q1 		– Sell
-746
Closed -$54K – 134
2023
Q4 		$54K Buy
+746
New +$56.7K 0.01% 234

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Rockbridge Investment Management's AEE Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Ameren (AEE) in Q1 2024, closing a stake of 746 shares — an estimated $54K sold.

Rockbridge Investment Management first reported a position in AEE in Q4 2023 and held it in 1 quarter. The position peaked at $54K in Q4 2023. 662 funds tracked by Wall St. Rank hold AEE as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Ameren position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 746 Ameren shares in Q1 2024, an estimated $54K.
  • Rockbridge Investment Management first reported a position in Ameren in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Ameren position peaked at $54K in Q4 2023.
  • 662 funds tracked by Wall St. Rank held Ameren as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.