WTA
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Washington Trust Advisors’s Ameren AEE Stock Holding History

Washington Trust Advisors’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
Q1 		– Sell
-300
Closed -$21.7K – 660
2023
Q4 		$21.7K Buy
300
+232
+341% +$17.6K ﹤0.01% 392
2023
Q3 		$5.09K Hold
68
– – ﹤0.01% 549
2023
Q2 		$5.55K Hold
68
– – ﹤0.01% 529
2023
Q1 		$5.88K Hold
68
– – ﹤0.01% 583
2022
Q4 		$6.05K Hold
68
– – ﹤0.01% 574
2022
Q3 		$5K Hold
68
– – ﹤0.01% 703
2022
Q2 		$6K Sell
68
-480
-88% -$44.4K ﹤0.01% 700
2022
Q1 		$51K Sell
548
-195
-26% -$17.1K ﹤0.01% 442
2021
Q4 		$66K Buy
+743
New +$63.1K ﹤0.01% 424

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return