Simplicity Wealth’s Ameren AEE Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-5,422	Closed	-$386K	–	503
2024 Q2	$386K	Buy	5,422 +127	+2%	+$9.24K	0.01%	859
2024 Q1	$392K	Buy	+5,295	New	+$377K	0.01%	823

Other funds holding AEE

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Simplicity Wealth's AEE Position: Q3 2024 in Review

Simplicity Wealth sold out of Ameren (AEE) in Q3 2024, closing a stake of 5,422 shares — an estimated $386K sold.

Simplicity Wealth first reported a position in AEE in Q1 2024 and held it in 2 quarters. The position peaked at $392K in Q1 2024. 681 funds tracked by Wall St. Rank hold AEE as of Q3 2024.

Simplicity Wealth reported no remaining Ameren position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 5,422 Ameren shares in Q3 2024, an estimated $386K.
Simplicity Wealth first reported a position in Ameren in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Ameren position peaked at $392K in Q1 2024.
681 funds tracked by Wall St. Rank held Ameren as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.