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Sowa Financial Group’s Ameren AEE Stock Holding History

Sowa Financial Group’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
-750
Closed -$59K – 78
2020
Q4 		$59K Hold
750
– – 0.04% 122
2020
Q3 		$59K Sell
750
-750
-50% -$58.8K 0.04% 111
2020
Q2 		$106K Hold
1,500
– – 0.08% 78
2020
Q1 		$109K Hold
1,500
– – 0.1% 72
2019
Q4 		$115K Buy
+1,500
New +$114K 0.09% 79

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
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

Sowa Financial Group's AEE Position: Q1 2021 in Review

Sowa Financial Group sold out of Ameren (AEE) in Q1 2021, closing a stake of 750 shares — an estimated $59K sold.

Sowa Financial Group first reported a position in AEE in Q4 2019 and held it in 5 quarters. The position peaked at $115K in Q4 2019. 579 funds tracked by Wall St. Rank hold AEE as of Q1 2021.

  • Sowa Financial Group reported no remaining Ameren position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 750 Ameren shares in Q1 2021, an estimated $59K.
  • Sowa Financial Group first reported a position in Ameren in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Ameren position peaked at $115K in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Ameren as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.