Annapolis Financial Services’s American Electric Power AEP Stock Holding History

Annapolis Financial Services’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 Q3	$11.5K	Hold	112	–	–	﹤0.01%	273
2024 Q2	$9.83K	Hold	112	–	–	﹤0.01%	278
2024 Q1	$9.64K	Hold	112	–	–	﹤0.01%	280
2023 Q4	$9.1K	Hold	112	–	–	﹤0.01%	358
2023 Q3	$8.43K	Hold	112	–	–	﹤0.01%	359
2023 Q2	$9.43K	Hold	112	–	–	﹤0.01%	349
2023 Q1	$10.2K	Hold	112	–	–	﹤0.01%	319
2022 Q4	$10.6K	Hold	112	–	–	﹤0.01%	304
2022 Q3	$10K	Hold	112	–	–	﹤0.01%	331
2022 Q2	$11K	Hold	112	–	–	﹤0.01%	283
2022 Q1	$11K	Sell	112 -140	-56%	-$12.8K	﹤0.01%	292
2021 Q4	$22K	Buy	252 +140	+125%	+$11.8K	0.01%	250
2021 Q3	$9K	Hold	112	–	–	﹤0.01%	296
2021 Q2	$9K	Hold	112	–	–	﹤0.01%	270
2021 Q1	$9K	Hold	112	–	–	﹤0.01%	260
2020 Q4	$9K	Buy	+112	New	+$9.72K	﹤0.01%	254

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Annapolis Financial Services's AEP Position: Q3 2024 in Review

Annapolis Financial Services held its American Electric Power (AEP) position steady in Q3 2024 at 112 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Annapolis Financial Services first reported a position in AEP in Q4 2020 and has held it in 16 quarters since. The position peaked at $22K in Q4 2021. 1,493 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

Annapolis Financial Services held 112 shares of American Electric Power worth $11.5K as of Q3 2024.
Annapolis Financial Services left its American Electric Power share count unchanged in Q3 2024.
American Electric Power made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #273 holding.
Annapolis Financial Services first reported a position in American Electric Power in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's American Electric Power position peaked at $22K in Q4 2021.
1,493 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.