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Sowell Financial Services’s Ameren AEE Stock Holding History

Sowell Financial Services’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
-897
Closed -$76K – 553
2021
Q1 		$76K Sell
897
-273
-23% -$20.5K ﹤0.01% 1489
2020
Q4 		$91K Buy
1,170
+258
+28% +$20.7K ﹤0.01% 1184
2020
Q3 		$72K Sell
912
-6
-0.7% -$471 ﹤0.01% 1091
2020
Q2 		$65K Sell
918
-4,306
-82% -$312K ﹤0.01% 1095
2020
Q1 		$380K Buy
5,224
+4,318
+477% +$342K 0.03% 478
2019
Q4 		$70K Buy
906
+18
+2% +$1.37K 0.01% 1020
2019
Q3 		$71K Buy
+888
New +$68.2K 0.01% 910

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
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

Sowell Financial Services's AEE Position: Q2 2021 in Review

Sowell Financial Services sold out of Ameren (AEE) in Q2 2021, closing a stake of 897 shares — an estimated $76K sold.

Sowell Financial Services first reported a position in AEE in Q3 2019 and held it in 7 quarters. The position peaked at $380K in Q1 2020. 597 funds tracked by Wall St. Rank hold AEE as of Q2 2021.

  • Sowell Financial Services reported no remaining Ameren position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 897 Ameren shares in Q2 2021, an estimated $76K.
  • Sowell Financial Services first reported a position in Ameren in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Ameren position peaked at $380K in Q1 2020.
  • 597 funds tracked by Wall St. Rank held Ameren as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.