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

Altium 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 Q2	$676K	Sell	7,047 -1	-0%	-$99	0.05%	200
2022 Q1	$703K	Buy	7,048 +100	+1%	+$9.14K	0.05%	204
2021 Q4	$618K	Buy	6,948 +1,095	+19%	+$92.4K	0.04%	214
2021 Q3	$475K	Sell	5,853 -105	-2%	-$9.16K	0.03%	233
2021 Q2	$504K	Sell	5,958 -1	-0%	-$86	0.04%	224
2021 Q1	$505K	Hold	5,959	–	–	0.04%	216
2020 Q4	$496K	Buy	5,959 +68	+1%	+$5.9K	0.04%	196
2020 Q3	$481K	Buy	5,891 +410	+7%	+$33.8K	0.05%	175
2020 Q2	$437K	Sell	5,481 -324	-6%	-$26.4K	0.05%	195
2020 Q1	$464K	Sell	5,805 -10	-0.2%	-$946	0.06%	146
2019 Q4	$550K	Buy	5,815 +274	+5%	+$25.3K	0.07%	160
2019 Q3	$519K	Buy	5,541 +119	+2%	+$10.8K	0.07%	157
2019 Q2	$477K	Buy	5,422 +15	+0.3%	+$1.29K	0.07%	165
2019 Q1	$453K	Buy	5,407 +38	+0.7%	+$3.02K	0.07%	171
2018 Q4	$401K	Sell	5,369 -168	-3%	-$12.6K	0.08%	170
2018 Q3	$392K	Sell	5,537 -164	-3%	-$11.7K	0.08%	183
2018 Q2	$395K	Buy	5,701 +1,509	+36%	+$102K	0.11%	140
2018 Q1	$288K	Buy	4,192 +54	+1%	+$3.64K	0.11%	133
2017 Q4	$304K	Buy	+4,138	New	+$309K	0.14%	119

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Altium Wealth Management's AEP Position: Q2 2022 in Review

Altium Wealth Management reduced its American Electric Power (AEP) stake by 0.01% in Q2 2022, selling an estimated $99 and leaving 7,047 shares worth $676K. The position accounts for 0.05% of the portfolio, ranked #200.

Altium Wealth Management first reported a position in AEP in Q4 2017 and has held it in 19 quarters since. The position peaked at $703K in Q1 2022. 1,363 funds tracked by Wall St. Rank hold AEP as of Q2 2022.

Altium Wealth Management held 7,047 shares of American Electric Power worth $676K as of Q2 2022.
Altium Wealth Management sold 1 American Electric Power share in Q2 2022, an estimated $99.
American Electric Power made up 0.05% of Altium Wealth Management's portfolio in Q2 2022, its #200 holding.
Altium Wealth Management first reported a position in American Electric Power in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's American Electric Power position peaked at $703K in Q1 2022.
1,363 funds tracked by Wall St. Rank held American Electric Power as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.