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Allred Capital Management’s American Electric Power AEP Stock Holding History

Allred Capital 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
2021
Q2 		– Sell
-1,395
Closed -$118K – 196
2021
Q1 		$118K Buy
+1,395
New +$112K 0.05% 234
2020
Q1 		– Sell
-1,931
Closed -$183K – 149
2019
Q4 		$183K Buy
+1,931
New +$178K 0.1% 158
2019
Q2 		– Sell
-2,637
Closed -$219K – 180
2019
Q1 		$219K Sell
2,637
-321
-11% -$25.5K 0.12% 167
2018
Q4 		$221K Buy
+2,958
New +$222K 0.15% 152

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allred Capital Management's AEP Position: Q2 2021 in Review

Allred Capital Management sold out of American Electric Power (AEP) in Q2 2021, closing a stake of 1,395 shares — an estimated $118K sold.

Allred Capital Management first reported a position in AEP in Q4 2018 and held it in 4 quarters. The position peaked at $221K in Q4 2018. 1,194 funds tracked by Wall St. Rank hold AEP as of Q2 2021.

  • Allred Capital Management reported no remaining American Electric Power position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 1,395 American Electric Power shares in Q2 2021, an estimated $118K.
  • Allred Capital Management first reported a position in American Electric Power in Q4 2018 and held it in 4 quarters.
  • Allred Capital Management's American Electric Power position peaked at $221K in Q4 2018.
  • 1,194 funds tracked by Wall St. Rank held American Electric Power as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.