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Tradition Wealth Management’s Ameren AEE Stock Holding History

Tradition Wealth Management’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
Q3 		– Sell
-54
Closed -$4K – 1357
2023
Q2 		$4K Hold
54
– – ﹤0.01% 1240
2023
Q1 		$5K Buy
+54
New +$4.62K ﹤0.01% 1132

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Tradition Wealth Management's AEE Position: Q3 2023 in Review

Tradition Wealth Management sold out of Ameren (AEE) in Q3 2023, closing a stake of 54 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in AEE in Q1 2023 and held it in 2 quarters. The position peaked at $5K in Q1 2023. 669 funds tracked by Wall St. Rank hold AEE as of Q3 2023.

  • Tradition Wealth Management reported no remaining Ameren position as of Q3 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 54 Ameren shares in Q3 2023, an estimated $4K.
  • Tradition Wealth Management first reported a position in Ameren in Q1 2023 and held it in 2 quarters.
  • Tradition Wealth Management's Ameren position peaked at $5K in Q1 2023.
  • 669 funds tracked by Wall St. Rank held Ameren as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.