ARS Wealth Advisors’s American Electric Power AEP Stock Holding History

ARS Wealth Advisors’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 Q2	$373K	Sell	4,404 -48	-1%	-$4.13K	0.07%	97
2021 Q1	$377K	Sell	4,452 -205	-4%	-$16.5K	0.08%	85
2020 Q4	$388K	Buy	4,657 +3	+0.1%	+$260	0.08%	81
2020 Q3	$380K	Buy	4,654 +2	+0%	+$165	0.1%	72
2020 Q2	$370K	Buy	4,652 +3	+0.1%	+$245	0.12%	69
2020 Q1	$372K	Buy	4,649 +1,030	+28%	+$97.4K	0.16%	64
2019 Q4	$342K	Sell	3,619 -98	-3%	-$9.05K	0.1%	76
2019 Q3	$348K	Buy	3,717 +3	+0.1%	+$272	0.11%	74
2019 Q2	$327K	Buy	3,714 +359	+11%	+$30.9K	0.1%	84
2019 Q1	$281K	Sell	3,355 -664	-17%	-$52.8K	0.09%	86
2018 Q4	$300K	Buy	+4,019	New	+$302K	0.11%	84
2018 Q2	–	Sell	-3,376	Closed	-$232K	–	112
2018 Q1	$232K	Buy	+3,376	New	+$227K	0.09%	106

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ARS Wealth Advisors's AEP Position: Q2 2021 in Review

ARS Wealth Advisors reduced its American Electric Power (AEP) stake by 1.1% in Q2 2021, selling an estimated $4.13K and leaving 4,404 shares worth $373K. The position accounts for 0.07% of the portfolio, ranked #97.

ARS Wealth Advisors first reported a position in AEP in Q1 2018 and has held it in 12 quarters since. The position peaked at $388K in Q4 2020. 1,193 funds tracked by Wall St. Rank hold AEP as of Q2 2021.

ARS Wealth Advisors held 4,404 shares of American Electric Power worth $373K as of Q2 2021.
ARS Wealth Advisors sold 48 American Electric Power shares in Q2 2021, an estimated $4.13K.
American Electric Power made up 0.07% of ARS Wealth Advisors's portfolio in Q2 2021, its #97 holding.
ARS Wealth Advisors first reported a position in American Electric Power in Q1 2018 and has held it in 12 quarters since.
ARS Wealth Advisors's American Electric Power position peaked at $388K in Q4 2020.
1,193 funds tracked by Wall St. Rank held American Electric Power as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.