SWP
AEE icon

ShoreHaven Wealth Partners’s Ameren AEE Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-394
Closed -$32K – 59
2021
Q1 		$32K Buy
394
+3
+0.8% +$225 0.02% 142
2020
Q4 		$31K Buy
+391
New +$31.3K 0.02% 134

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 $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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

ShoreHaven Wealth Partners's AEE Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Ameren (AEE) in Q2 2021, closing a stake of 394 shares — an estimated $32K sold.

ShoreHaven Wealth Partners first reported a position in AEE in Q4 2020 and held it in 2 quarters. The position peaked at $32K in Q1 2021. 597 funds tracked by Wall St. Rank hold AEE as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Ameren position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 394 Ameren shares in Q2 2021, an estimated $32K.
  • ShoreHaven Wealth Partners first reported a position in Ameren in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Ameren position peaked at $32K in Q1 2021.
  • 597 funds tracked by Wall St. Rank held Ameren as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.