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Wealthcare Capital Management’s Ameren AEE Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-12
Closed -$1K – 91
2021
Q1 		$1K Buy
+12
New +$899 ﹤0.01% 641
2020
Q1 		– Sell
-29
Closed -$2K – 249
2019
Q4 		$2K Buy
+29
New +$2.2K ﹤0.01% 380

Other funds holding AEE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $60.8B AUM 22.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealthcare Capital Management's AEE Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Ameren (AEE) in Q2 2021, closing a stake of 12 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in AEE in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 596 funds tracked by Wall St. Rank hold AEE as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Ameren position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 12 Ameren shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Ameren in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's Ameren position peaked at $2K in Q4 2019.
  • 596 funds tracked by Wall St. Rank held Ameren as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.