Abacus Wealth Partners’s American Electric Power AEP Stock Holding History

Abacus Wealth Partners’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
2023 Q2	–	Sell	-2,785	Closed	-$257K	–	86
2023 Q1	$257K	Buy	2,785 +604	+28%	+$55.3K	0.08%	73
2022 Q4	$207K	Buy	+2,181	New	+$199K	0.07%	78
2022 Q3	–	Sell	-2,175	Closed	-$209K	–	76
2022 Q2	$209K	Buy	2,175 +4	+0.2%	+$396	0.11%	73
2022 Q1	$217K	Sell	2,171 -1,154	-35%	-$105K	0.1%	79
2021 Q4	$296K	Sell	3,325 -542	-14%	-$45.7K	0.1%	79
2021 Q3	$314K	Sell	3,867 -353	-8%	-$30.8K	0.12%	72
2021 Q2	$357K	Hold	4,220	–	–	0.14%	59
2021 Q1	$357K	Buy	4,220 +407	+11%	+$32.8K	0.25%	54
2020 Q4	$317K	Buy	+3,813	New	+$331K	0.28%	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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Abacus Wealth Partners's AEP Position: Q2 2023 in Review

Abacus Wealth Partners sold out of American Electric Power (AEP) in Q2 2023, closing a stake of 2,785 shares — an estimated $257K sold.

Abacus Wealth Partners first reported a position in AEP in Q4 2020 and held it in 9 quarters. The position peaked at $357K in Q1 2021. 1,307 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

Abacus Wealth Partners reported no remaining American Electric Power position as of Q2 2023 after selling out during the quarter.
Abacus Wealth Partners sold 2,785 American Electric Power shares in Q2 2023, an estimated $257K.
Abacus Wealth Partners first reported a position in American Electric Power in Q4 2020 and held it in 9 quarters.
Abacus Wealth Partners's American Electric Power position peaked at $357K in Q1 2021.
1,307 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on Abacus Wealth Partners's 13F filing for Q2 2023, filed 25 Jul 2023.