Advocacy Wealth Management Services’s American Electric Power AEP Stock Holding History

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-9	Closed	-$1K	–	43
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	120
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	128
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	159
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	156
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	151
2021 Q2	$1K	Buy	+9	New	+$775	﹤0.01%	167
2019 Q1	–	Sell	-350	Closed	-$26K	–	128
2018 Q4	$26K	Hold	350	–	–	0.02%	65
2018 Q3	$25K	Hold	350	–	–	0.02%	75
2018 Q2	$24K	Hold	350	–	–	0.02%	73
2018 Q1	$24K	Hold	350	–	–	0.02%	74
2017 Q4	$26K	Hold	350	–	–	0.02%	85
2017 Q3	$25K	Hold	350	–	–	0.01%	110
2017 Q2	$24K	Hold	350	–	–	0.01%	116
2017 Q1	$23K	Hold	350	–	–	0.01%	135
2016 Q4	$22K	Sell	350 -950	-73%	-$58.6K	0.01%	132
2016 Q3	$83K	Sell	1,300 -450	-26%	-$30.3K	0.03%	83
2016 Q2	$123K	Sell	1,750 -1,821	-51%	-$119K	0.06%	89
2016 Q1	$237K	Sell	3,571 -1,629	-31%	-$101K	0.16%	72
2015 Q4	$300K	Buy	+5,200	New	+$295K	0.34%	67
2013 Q3	$48K	Hold	1,100	–	–	0.13%	120
2013 Q2	$49K	Buy	+1,100	New	+$52.8K	0.2%	87

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 $3.37T AUM 44.26% 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

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Advocacy Wealth Management Services's AEP Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of American Electric Power (AEP) in Q4 2022, closing a stake of 9 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in AEP in Q2 2013 and held it in 21 quarters. The position peaked at $300K in Q4 2015. 1,386 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

Advocacy Wealth Management Services reported no remaining American Electric Power position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 9 American Electric Power shares in Q4 2022, an estimated $1K.
Advocacy Wealth Management Services first reported a position in American Electric Power in Q2 2013 and held it in 21 quarters.
Advocacy Wealth Management Services's American Electric Power position peaked at $300K in Q4 2015.
1,386 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.