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Authentikos Wealth Advisory’s American Electric Power AEP Stock Holding History

Authentikos Wealth Advisory’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
Q4 		– Sell
-724
Closed -$54.5K – 71
2023
Q3 		$54.5K Buy
+724
New +$58.9K 0.05% 105

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Authentikos Wealth Advisory's AEP Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of American Electric Power (AEP) in Q4 2023, closing a stake of 724 shares — an estimated $54.5K sold.

Authentikos Wealth Advisory first reported a position in AEP in Q3 2023 and held it in 1 quarter. The position peaked at $54.5K in Q3 2023. 1,349 funds tracked by Wall St. Rank hold AEP as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining American Electric Power position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 724 American Electric Power shares in Q4 2023, an estimated $54.5K.
  • Authentikos Wealth Advisory first reported a position in American Electric Power in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's American Electric Power position peaked at $54.5K in Q3 2023.
  • 1,349 funds tracked by Wall St. Rank held American Electric Power as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.