Simplicity Solutions’s Ameren AEE Stock Holding History

Simplicity Solutions’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 Q4	$366K	Sell	5,066 -1,044	-17%	-$79.4K	0.01%	770
2023 Q3	$457K	Sell	6,110 -1,238	-17%	-$101K	0.01%	625
2023 Q2	$600K	Sell	7,348 -2,010	-21%	-$172K	0.02%	610
2023 Q1	$808K	Buy	9,358 +4,878	+109%	+$418K	0.02%	539
2022 Q4	$398K	Sell	4,480 -1,195	-21%	-$100K	0.05%	398
2022 Q3	$457K	Buy	5,675 +1,577	+38%	+$144K	0.07%	338
2022 Q2	$370K	Buy	4,098 +720	+21%	+$66.6K	0.05%	380
2022 Q1	$317K	Sell	3,378 -3,216	-49%	-$282K	0.04%	429
2021 Q4	$586K	Buy	6,594 +3,180	+93%	+$270K	0.07%	340
2021 Q3	$277K	Buy	+3,414	New	+$291K	0.04%	468
2019 Q2	–	Sell	-5,968	Closed	-$439K	–	658
2019 Q1	$439K	Buy	5,968 +1,093	+22%	+$76.2K	0.03%	440
2018 Q4	$318K	Buy	+4,875	New	+$325K	0.04%	430

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Simplicity Solutions's AEE Position: Q4 2023 in Review

Simplicity Solutions reduced its Ameren (AEE) stake by 17% in Q4 2023, selling an estimated $79.4K and leaving 5,066 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #770.

Simplicity Solutions first reported a position in AEE in Q4 2018 and has held it in 12 quarters since. The position peaked at $808K in Q1 2023. 680 funds tracked by Wall St. Rank hold AEE as of Q4 2023.

Simplicity Solutions held 5,066 shares of Ameren worth $366K as of Q4 2023.
Simplicity Solutions sold 1,044 Ameren shares in Q4 2023, an estimated $79.4K.
Ameren made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #770 holding.
Simplicity Solutions first reported a position in Ameren in Q4 2018 and has held it in 12 quarters since.
Simplicity Solutions's Ameren position peaked at $808K in Q1 2023.
680 funds tracked by Wall St. Rank held Ameren as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.