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180 Wealth Advisors’s American Electric Power AEP Stock Holding History

180 Wealth Advisors’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3,269
Closed -$296K – 313
2020
Q3 		$296K Sell
3,269
-32
-1% -$2.64K 0.11% 182
2020
Q2 		$289K Sell
3,301
-162
-5% -$13.2K 0.11% 185
2020
Q1 		$266K Sell
3,463
-195
-5% -$18.4K 0.14% 171
2019
Q4 		$353K Sell
3,658
-3,942
-52% -$364K 0.14% 176
2019
Q3 		$702K Sell
7,600
-1,819
-19% -$165K 0.31% 85
2019
Q2 		$837K Buy
9,419
+1,857
+25% +$160K 0.38% 71
2019
Q1 		$640K Sell
7,562
-2,608
-26% -$207K 0.29% 94
2018
Q4 		$721K Sell
10,170
-300
-3% -$22.5K 0.34% 92
2018
Q3 		$742K Sell
10,470
-1,429
-12% -$102K 0.34% 91
2018
Q2 		$824K Sell
11,899
-2,215
-16% -$149K 0.41% 74
2018
Q1 		$968K Sell
14,114
-1,173
-8% -$79K 0.5% 59
2017
Q4 		$1.13M Buy
+15,287
New +$1.14M 0.57% 54

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return