Atlas Private Wealth Advisors’s American Electric Power AEP Stock Holding History

Atlas Private 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 Q4	–	Sell	-90	Closed	-$7K	–	158
2021 Q3	$7K	Hold	90	–	–	﹤0.01%	510
2021 Q2	$8K	Hold	90	–	–	﹤0.01%	496
2021 Q1	$8K	Hold	90	–	–	﹤0.01%	516
2020 Q4	$7K	Hold	90	–	–	﹤0.01%	462
2020 Q3	$7K	Hold	90	–	–	0.01%	427
2020 Q2	$7K	Buy	+90	New	+$7.35K	0.01%	453

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 $3.38T AUM 44.17% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Private Wealth Advisors's AEP Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of American Electric Power (AEP) in Q4 2021, closing a stake of 90 shares — an estimated $7K sold.

Atlas Private Wealth Advisors first reported a position in AEP in Q2 2020 and held it in 6 quarters. The position peaked at $8K in Q2 2021. 1,302 funds tracked by Wall St. Rank hold AEP as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining American Electric Power position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 90 American Electric Power shares in Q4 2021, an estimated $7K.
Atlas Private Wealth Advisors first reported a position in American Electric Power in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's American Electric Power position peaked at $8K in Q2 2021.
1,302 funds tracked by Wall St. Rank held American Electric Power as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.