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

Ameliora 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
2024
Q1 		– Sell
-300
Closed -$24.4K – 196
2023
Q4 		$24.4K Hold
300
– – 0.01% 142
2023
Q3 		$22.6K Hold
300
– – 0.01% 158
2023
Q2 		$25.3K Hold
300
– – 0.02% 147
2023
Q1 		$27.3K Hold
300
– – 0.02% 160
2022
Q4 		$28.5K Hold
300
– – 0.02% 172
2022
Q3 		$24K Buy
+300
New +$29.7K 0.01% 169

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameliora Wealth Management's AEP Position: Q1 2024 in Review

Ameliora Wealth Management sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 300 shares — an estimated $24.4K sold.

Ameliora Wealth Management first reported a position in AEP in Q3 2022 and held it in 6 quarters. The position peaked at $28.5K in Q4 2022. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

  • Ameliora Wealth Management reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
  • Ameliora Wealth Management sold 300 American Electric Power shares in Q1 2024, an estimated $24.4K.
  • Ameliora Wealth Management first reported a position in American Electric Power in Q3 2022 and held it in 6 quarters.
  • Ameliora Wealth Management's American Electric Power position peaked at $28.5K in Q4 2022.
  • 1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on Ameliora Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.