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Transform Wealth’s Ameren AEE Stock Holding History

Transform 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
2023
Q4 		– Sell
-2,950
Closed -$221K – 240
2023
Q3 		$221K Sell
2,950
-2,950
-50% -$241K 0.02% 225
2023
Q2 		$482K Hold
5,900
– – 0.04% 178
2023
Q1 		$510K Buy
5,900
+2,950
+100% +$253K 0.05% 170
2022
Q4 		$262K Buy
+2,950
New +$248K 0.03% 199

Other funds holding AEE

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Transform Wealth's AEE Position: Q4 2023 in Review

Transform Wealth sold out of Ameren (AEE) in Q4 2023, closing a stake of 2,950 shares — an estimated $221K sold.

Transform Wealth first reported a position in AEE in Q4 2022 and held it in 4 quarters. The position peaked at $510K in Q1 2023. 681 funds tracked by Wall St. Rank hold AEE as of Q4 2023.

  • Transform Wealth reported no remaining Ameren position as of Q4 2023 after selling out during the quarter.
  • Transform Wealth sold 2,950 Ameren shares in Q4 2023, an estimated $221K.
  • Transform Wealth first reported a position in Ameren in Q4 2022 and held it in 4 quarters.
  • Transform Wealth's Ameren position peaked at $510K in Q1 2023.
  • 681 funds tracked by Wall St. Rank held Ameren as of Q4 2023.

Based on Transform Wealth's 13F filing for Q4 2023, filed 18 Jan 2024.