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Andesa Financial Management’s American Electric Power AEP Stock Holding History

Andesa Financial 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
Q1 		– Sell
-2,572
Closed -$215K – 144
2020
Q4 		$215K Sell
2,572
-52
-2% -$4.51K 0.14% 111
2020
Q3 		$214K Sell
2,624
-1,541
-37% -$127K 0.09% 126
2020
Q2 		$331K Buy
+4,165
New +$340K 0.29% 79

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Andesa Financial Management's AEP Position: Q1 2021 in Review

Andesa Financial Management sold out of American Electric Power (AEP) in Q1 2021, closing a stake of 2,572 shares — an estimated $215K sold.

Andesa Financial Management first reported a position in AEP in Q2 2020 and held it in 3 quarters. The position peaked at $331K in Q2 2020. 1,177 funds tracked by Wall St. Rank hold AEP as of Q1 2021.

  • Andesa Financial Management reported no remaining American Electric Power position as of Q1 2021 after selling out during the quarter.
  • Andesa Financial Management sold 2,572 American Electric Power shares in Q1 2021, an estimated $215K.
  • Andesa Financial Management first reported a position in American Electric Power in Q2 2020 and held it in 3 quarters.
  • Andesa Financial Management's American Electric Power position peaked at $331K in Q2 2020.
  • 1,177 funds tracked by Wall St. Rank held American Electric Power as of Q1 2021.

Based on Andesa Financial Management's 13F filing for Q1 2021, filed 20 Apr 2021.