AM Squared’s American Electric Power AEP Stock Holding History

AM Squared’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
2023 Q2	–	Sell	-400	Closed	-$36.4K	–	120
2023 Q1	$36.4K	Buy	+400	New	+$36.6K	0.03%	127

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AM Squared's AEP Position: Q2 2023 in Review

AM Squared sold out of American Electric Power (AEP) in Q2 2023, closing a stake of 400 shares — an estimated $36.4K sold.

AM Squared first reported a position in AEP in Q1 2023 and held it in 1 quarter. The position peaked at $36.4K in Q1 2023. 1,307 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

AM Squared reported no remaining American Electric Power position as of Q2 2023 after selling out during the quarter.
AM Squared sold 400 American Electric Power shares in Q2 2023, an estimated $36.4K.
AM Squared first reported a position in American Electric Power in Q1 2023 and held it in 1 quarter.
AM Squared's American Electric Power position peaked at $36.4K in Q1 2023.
1,307 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on AM Squared's 13F filing for Q2 2023, filed 31 Jul 2023.