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Alaethes Wealth’s American Electric Power AEP Stock Holding History

Alaethes Wealth’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
Q2 		– Sell
-1,000
Closed -$100K – 108
2022
Q1 		$100K Hold
1,000
– – 0.06% 118
2021
Q4 		$89K Hold
1,000
– – 0.06% 116
2021
Q3 		$81K Hold
1,000
– – 0.06% 117
2021
Q2 		$85K Buy
+1,000
New +$86.1K 0.07% 111

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alaethes Wealth's AEP Position: Q2 2022 in Review

Alaethes Wealth sold out of American Electric Power (AEP) in Q2 2022, closing a stake of 1,000 shares — an estimated $100K sold.

Alaethes Wealth first reported a position in AEP in Q2 2021 and held it in 4 quarters. The position peaked at $100K in Q1 2022. 1,363 funds tracked by Wall St. Rank hold AEP as of Q2 2022.

  • Alaethes Wealth reported no remaining American Electric Power position as of Q2 2022 after selling out during the quarter.
  • Alaethes Wealth sold 1,000 American Electric Power shares in Q2 2022, an estimated $100K.
  • Alaethes Wealth first reported a position in American Electric Power in Q2 2021 and held it in 4 quarters.
  • Alaethes Wealth's American Electric Power position peaked at $100K in Q1 2022.
  • 1,363 funds tracked by Wall St. Rank held American Electric Power as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.