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Arcus Capital Partners’s American Electric Power AEP Stock Holding History

Arcus Capital Partners’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
Q1 		– Sell
-52
Closed -$4.93K – 123
2022
Q4 		$4.93K Buy
+52
New +$4.73K ﹤0.01% 296
2021
Q4 		– Sell
-5,005
Closed -$406K – 112
2021
Q3 		$406K Buy
5,005
+265
+6% +$23.1K 0.15% 65
2021
Q2 		$401K Buy
4,740
+660
+16% +$56.8K 0.19% 79
2021
Q1 		$346K Buy
+4,080
New +$329K 0.03% 86

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arcus Capital Partners's AEP Position: Q1 2023 in Review

Arcus Capital Partners sold out of American Electric Power (AEP) in Q1 2023, closing a stake of 52 shares — an estimated $4.93K sold.

Arcus Capital Partners first reported a position in AEP in Q1 2021 and held it in 4 quarters. The position peaked at $406K in Q3 2021. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

  • Arcus Capital Partners reported no remaining American Electric Power position as of Q1 2023 after selling out during the quarter.
  • Arcus Capital Partners sold 52 American Electric Power shares in Q1 2023, an estimated $4.93K.
  • Arcus Capital Partners first reported a position in American Electric Power in Q1 2021 and held it in 4 quarters.
  • Arcus Capital Partners's American Electric Power position peaked at $406K in Q3 2021.
  • 1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.