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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

180 Wealth Advisors's AEP Position: Q4 2020 in Review

180 Wealth Advisors sold out of American Electric Power (AEP) in Q4 2020, closing a stake of 3,269 shares — an estimated $296K sold.

180 Wealth Advisors first reported a position in AEP in Q4 2017 and held it in 12 quarters. The position peaked at $1.13M in Q4 2017. 1,209 funds tracked by Wall St. Rank hold AEP as of Q4 2020.

180 Wealth Advisors reported no remaining American Electric Power position as of Q4 2020 after selling out during the quarter.
180 Wealth Advisors sold 3,269 American Electric Power shares in Q4 2020, an estimated $296K.
180 Wealth Advisors first reported a position in American Electric Power in Q4 2017 and held it in 12 quarters.
180 Wealth Advisors's American Electric Power position peaked at $1.13M in Q4 2017.
1,209 funds tracked by Wall St. Rank held American Electric Power as of Q4 2020.

Based on 180 Wealth Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.