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Western Pacific Wealth Management’s Ameren AEE Stock Holding History

Western Pacific 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
Q2 		– Sell
-96
Closed -$8.22K – 280
2023
Q1 		$8.29K Hold
96
– – 0.01% 205
2022
Q4 		$8.54K Hold
96
– – 0.01% 199
2022
Q3 		$7K Buy
+96
New +$8.76K 0.01% 201

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 $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Western Pacific Wealth Management's AEE Position: Q2 2023 in Review

Western Pacific Wealth Management sold out of Ameren (AEE) in Q2 2023, closing a stake of 96 shares — an estimated $8.22K sold.

Western Pacific Wealth Management first reported a position in AEE in Q3 2022 and held it in 3 quarters. The position peaked at $8.54K in Q4 2022. 674 funds tracked by Wall St. Rank hold AEE as of Q2 2023.

  • Western Pacific Wealth Management reported no remaining Ameren position as of Q2 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 96 Ameren shares in Q2 2023, an estimated $8.22K.
  • Western Pacific Wealth Management first reported a position in Ameren in Q3 2022 and held it in 3 quarters.
  • Western Pacific Wealth Management's Ameren position peaked at $8.54K in Q4 2022.
  • 674 funds tracked by Wall St. Rank held Ameren as of Q2 2023.

Based on Western Pacific Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.