B. Riley Wealth Management’s American Electric Power AEP Stock Holding History

B. Riley Wealth Management’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
2022 Q2	$491	Buy	+5,117	New	+$507K	﹤0.01%	414
2020 Q4	–	Sell	-4,955	Closed	-$405K	–	389
2020 Q3	$405K	Buy	+4,955	New	+$408K	0.05%	259
2020 Q2	–	Sell	-4,965	Closed	-$397K	–	425
2020 Q1	$397K	Buy	+4,965	New	+$469K	0.04%	302
2019 Q4	–	Sell	-2,136	Closed	-$200K	–	402
2019 Q3	$200K	Sell	2,136 -255	-11%	-$23.2K	0.03%	344
2019 Q2	$211	Buy	+2,391	New	+$206K	0.03%	344

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

B. Riley Wealth Management's AEP Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in American Electric Power (AEP) in Q2 2022: 5,117 shares worth $491. The stake represents ﹤0.01% of the portfolio and ranks #414 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in AEP as recently as Q3 2020.

B. Riley Wealth Management first reported a position in AEP in Q2 2019 and has held it in 5 quarters since. The position peaked at $405K in Q3 2020. 1,363 funds tracked by Wall St. Rank hold AEP as of Q2 2022.

B. Riley Wealth Management held 5,117 shares of American Electric Power worth $491 as of Q2 2022.
American Electric Power was a new B. Riley Wealth Management position in Q2 2022.
American Electric Power made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #414 holding.
B. Riley Wealth Management first reported a position in American Electric Power in Q2 2019 and has held it in 5 quarters since.
B. Riley Wealth Management's American Electric Power position peaked at $405K in Q3 2020.
1,363 funds tracked by Wall St. Rank held American Electric Power as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.