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Aevitas Wealth Management’s American Electric Power AEP Stock Holding History

Aevitas Wealth Management’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 		$919K Buy
9,674
+31
+0.3% +$2.82K 0.54% 43
2022
Q3 		$834K Buy
9,643
+31
+0.3% +$3.06K 0.63% 45
2022
Q2 		$922K Buy
9,612
+31
+0.3% +$3.07K 0.62% 46
2022
Q1 		$956K Buy
9,581
+33
+0.3% +$3.02K 0.58% 48
2021
Q4 		$850K Buy
9,548
+37
+0.4% +$3.12K 0.51% 58
2021
Q3 		$772K Buy
9,511
+33
+0.3% +$2.88K 0.49% 57
2021
Q2 		$802K Sell
9,478
-343
-3% -$29.5K 0.51% 56
2021
Q1 		$832K Buy
9,821
+41
+0.4% +$3.31K 0.58% 50
2020
Q4 		$814K Sell
9,780
-271
-3% -$23.5K 0.6% 47
2020
Q3 		$821K Sell
10,051
-412
-4% -$33.9K 0.68% 41
2020
Q2 		$833K Sell
10,463
-264
-2% -$21.5K 0.77% 36
2020
Q1 		$858K Sell
10,727
-82
-0.8% -$7.75K 0.96% 29
2019
Q4 		$1.02M Buy
10,809
+264
+3% +$24.4K 0.96% 32
2019
Q3 		$988K Buy
10,545
+35
+0.3% +$3.18K 0.99% 31
2019
Q2 		$925K Buy
10,510
+255
+2% +$22K 0.93% 33
2019
Q1 		$858K Sell
10,255
-516
-5% -$41K 0.76% 39
2018
Q4 		$805K Buy
10,771
+43
+0.4% +$3.23K 0.82% 34
2018
Q3 		$760K Sell
10,728
-359
-3% -$25.5K 0.69% 41
2018
Q2 		$768K Sell
11,087
-280
-2% -$18.9K 0.75% 40
2018
Q1 		$780K Sell
11,367
-272
-2% -$18.3K 0.78% 41
2017
Q4 		$856K Buy
+11,639
New +$870K 0.81% 41

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Aevitas Wealth Management's AEP Position: Q4 2022 in Review

Aevitas Wealth Management increased its American Electric Power (AEP) stake by 0.32% in Q4 2022, buying an estimated $2.82K and bringing the position to 9,674 shares worth $919K. The position accounts for 0.54% of the portfolio, ranked #43.

Aevitas Wealth Management first reported a position in AEP in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.02M in Q4 2019. 1,386 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

  • Aevitas Wealth Management held 9,674 shares of American Electric Power worth $919K as of Q4 2022.
  • Aevitas Wealth Management bought 31 American Electric Power shares in Q4 2022, an estimated $2.82K.
  • American Electric Power made up 0.54% of Aevitas Wealth Management's portfolio in Q4 2022, its #43 holding.
  • Aevitas Wealth Management first reported a position in American Electric Power in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's American Electric Power position peaked at $1.02M in Q4 2019.
  • 1,386 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.