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Ropes Wealth Advisors’s Ameren AEE Stock Holding History

Ropes 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
-1,385
Closed -$108K – 257
2020
Q4 		$108K Buy
1,385
+545
+65% +$43.7K 0.02% 304
2020
Q3 		$66K Sell
840
-57
-6% -$4.47K 0.01% 309
2020
Q2 		$63K Sell
897
-143
-14% -$10.4K 0.01% 292
2020
Q1 		$76K Sell
1,040
-290
-22% -$23K 0.02% 250
2019
Q4 		$102K Hold
1,330
– – 0.02% 271
2019
Q3 		$106K Hold
1,330
– – 0.02% 274
2019
Q2 		$100K Sell
1,330
-960
-42% -$70.8K 0.02% 276
2019
Q1 		$168K Sell
2,290
-600
-21% -$41.8K 0.04% 232
2018
Q4 		$189K Sell
2,890
-625
-18% -$41.7K 0.05% 209
2018
Q3 		$222K Sell
3,515
-1,260
-26% -$79.4K 0.05% 218
2018
Q2 		$291K Sell
4,775
-2,395
-33% -$138K 0.08% 191
2018
Q1 		$406K Buy
7,170
+760
+12% +$42.1K 0.11% 154
2017
Q4 		$378K Buy
6,410
+817
+15% +$50.2K 0.1% 165
2017
Q3 		$323K Hold
5,593
– – 0.09% 178
2017
Q2 		$306K Buy
5,593
+149
+3% +$8.27K 0.09% 183
2017
Q1 		$297K Buy
5,444
+3,048
+127% +$163K 0.09% 187
2016
Q4 		$126K Buy
2,396
+495
+26% +$24.5K 0.04% 239
2016
Q3 		$93K Buy
1,901
+401
+27% +$20.5K 0.03% 250
2016
Q2 		$80K Buy
1,500
+851
+131% +$41.8K 0.03% 245
2016
Q1 		$33K Buy
649
+109
+20% +$5.03K 0.01% 247
2015
Q4 		$23K Sell
540
-3,365
-86% -$146K 0.01% 294
2015
Q3 		$165K Buy
3,905
+3,558
+1,025% +$143K 0.09% 145
2015
Q2 		$13K Hold
347
– – 0.01% 241
2015
Q1 		$15K Buy
+347
New +$15.1K 0.01% 242

Other funds holding AEE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ropes Wealth Advisors's AEE Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Ameren (AEE) in Q1 2021, closing a stake of 1,385 shares — an estimated $108K sold.

Ropes Wealth Advisors first reported a position in AEE in Q1 2015 and held it in 24 quarters. The position peaked at $406K in Q1 2018. 579 funds tracked by Wall St. Rank hold AEE as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Ameren position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,385 Ameren shares in Q1 2021, an estimated $108K.
  • Ropes Wealth Advisors first reported a position in Ameren in Q1 2015 and held it in 24 quarters.
  • Ropes Wealth Advisors's Ameren position peaked at $406K in Q1 2018.
  • 579 funds tracked by Wall St. Rank held Ameren as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.